MBM Wealth Consultants’s Walmart Inc WMT Stock Holding History

MBM Wealth Consultants’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-90	Closed	-$11.2K	–	375
2026 Q1	$11.2K	Buy	+90	New	+$11.1K	﹤0.01%	238
2023 Q2	–	Sell	-807	Closed	-$20K	–	270
2023 Q1	$20K	Hold	807	–	–	0.01%	190
2022 Q4	$39K	Hold	807	–	–	0.02%	174
2022 Q3	$36K	Sell	807 -288	-26%	-$12.6K	0.02%	164
2022 Q2	$44K	Sell	1,095 -357	-25%	-$16.5K	0.02%	166
2022 Q1	$72K	Hold	1,452	–	–	0.03%	163
2021 Q4	$70K	Buy	1,452 +660	+83%	+$31.5K	0.03%	140
2021 Q3	$37K	Sell	792 -204	-20%	-$9.83K	0.02%	163
2021 Q2	$47K	Hold	996	–	–	0.02%	144
2021 Q1	$45K	Sell	996 -360	-27%	-$16.7K	0.02%	139
2020 Q4	$65K	Buy	1,356 +336	+33%	+$16.3K	0.04%	122
2020 Q3	$48K	Buy	1,020 +75	+8%	+$3.33K	0.03%	131
2020 Q2	$38K	Hold	945	–	–	0.03%	134
2020 Q1	$36K	Hold	945	–	–	0.03%	118
2019 Q4	$37K	Buy	945 +627	+197%	+$24.9K	0.03%	132
2019 Q3	$13K	Hold	318	–	–	0.01%	157
2019 Q2	$12K	Sell	318 -249	-44%	-$8.58K	0.01%	161
2019 Q1	$18K	Hold	567	–	–	0.02%	152
2018 Q4	$18K	Buy	+567	New	+$18.2K	0.02%	160

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MBM Wealth Consultants's WMT Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 90 shares — an estimated $11.2K sold.

MBM Wealth Consultants first reported a position in WMT in Q4 2018 and held it in 19 quarters. The position peaked at $72K in Q1 2022. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

MBM Wealth Consultants reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 90 Walmart Inc shares in Q2 2026, an estimated $11.2K.
MBM Wealth Consultants first reported a position in Walmart Inc in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Walmart Inc position peaked at $72K in Q1 2022.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.