MCF Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.1M | Buy |
32,939
+8,383
| +34% | +$1.03M | 0.18% | 67 |
|
|
2025
Q4 | $2.74M | Buy |
24,556
+4,124
| +20% | +$443K | 0.15% | 72 |
|
|
2025
Q3 | $2.11M | Buy |
20,432
+1,521
| +8% | +$151K | 0.13% | 58 |
|
|
2025
Q2 | $1.85M | Sell |
18,911
-224
| -1% | -$21.3K | 0.12% | 59 |
|
|
2025
Q1 | $1.68M | Sell |
19,135
-825
| -4% | -$77.4K | 0.12% | 59 |
|
|
2024
Q4 | $1.81M | Buy |
19,960
+680
| +4% | +$59K | 0.13% | 59 |
|
|
2024
Q3 | $1.56M | Buy |
19,280
+1,287
| +7% | +$94.5K | 0.11% | 63 |
|
|
2024
Q2 | $1.22M | Buy |
17,993
+523
| +3% | +$32.9K | 0.09% | 75 |
|
|
2024
Q1 | $1.05M | Sell |
17,470
-719
| -4% | -$41.1K | 0.08% | 87 |
|
|
2023
Q4 | $959K | Buy |
18,189
+3,369
| +23% | +$178K | 0.08% | 86 |
|
|
2023
Q3 | $790K | Buy |
14,820
+108
| +0.7% | +$5.75K | 0.07% | 92 |
|
|
2023
Q2 | $771K | Sell |
14,712
-540
| -4% | -$27.2K | 0.07% | 89 |
|
|
2023
Q1 | $752K | Buy |
15,252
+411
| +3% | +$19.5K | 0.07% | 87 |
|
|
2022
Q4 | $704K | Buy |
14,841
+108
| +0.7% | +$5.13K | 0.07% | 88 |
|
|
2022
Q3 | $637K | Buy |
14,733
+303
| +2% | +$13.3K | 0.07% | 86 |
|
|
2022
Q2 | $585K | Buy |
14,430
+669
| +5% | +$30.9K | 0.06% | 83 |
|
|
2022
Q1 | $683K | Buy |
+13,761
| New | +$646K | 0.06% | 91 |
|
|
2021
Q4 | – | Sell |
-12,288
| Closed | -$571K | – | 693 |
|
|
2021
Q3 | $571K | Buy |
12,288
+972
| +9% | +$46.8K | 0.06% | 91 |
|
|
2021
Q2 | $532K | Buy |
11,316
+1,482
| +15% | +$69K | 0.06% | 88 |
|
|
2021
Q1 | $445K | Buy |
9,834
+2,535
| +35% | +$117K | 0.05% | 91 |
|
|
2020
Q4 | $351K | Sell |
7,299
-1,260
| -15% | -$61.2K | 0.04% | 100 |
|
|
2020
Q3 | $399K | Sell |
8,559
-3,045
| -26% | -$135K | 0.05% | 86 |
|
|
2020
Q2 | $463K | Buy |
11,604
+1,305
| +13% | +$53.7K | 0.06% | 79 |
|
|
2020
Q1 | $390K | Hold |
10,299
| – | – | 0.07% | 80 |
|
|
2019
Q4 | $408K | Hold |
10,299
| – | – | 0.06% | 91 |
|
|
2019
Q3 | $407K | Hold |
10,299
| – | – | 0.07% | 90 |
|
|
2019
Q2 | $379K | Hold |
10,299
| – | – | 0.06% | 89 |
|
|
2019
Q1 | $335K | Hold |
10,299
| – | – | 0.06% | 99 |
|
|
2018
Q4 | $320K | Hold |
10,299
| – | – | 0.06% | 97 |
|
|
2018
Q3 | $322K | Hold |
10,299
| – | – | 0.06% | 94 |
|
|
2018
Q2 | $294K | Hold |
10,299
| – | – | 0.06% | 100 |
|
|
2018
Q1 | $305K | Sell |
10,299
-3,807
| -27% | -$122K | 0.06% | 89 |
|
|
2017
Q4 | $464K | Buy |
14,106
+66
| +0.5% | +$2.02K | 0.09% | 71 |
|
|
2017
Q3 | $366K | Buy |
14,040
+6
| +0% | +$157 | 0.07% | 74 |
|
|
2017
Q2 | $354K | Buy |
14,034
+12
| +0.1% | +$305 | 0.07% | 67 |
|
|
2017
Q1 | $337K | Sell |
14,022
-168
| -1% | -$3.87K | 0.07% | 69 |
|
|
2016
Q4 | $327K | Buy |
14,190
+2,697
| +23% | +$62.9K | 0.07% | 68 |
|
|
2016
Q3 | $276K | Sell |
11,493
-540
| -4% | -$13.1K | 0.07% | 75 |
|
|
2016
Q2 | $293K | Buy |
12,033
+111
| +0.9% | +$2.57K | 0.07% | 75 |
|
|
2016
Q1 | $272K | Sell |
11,922
-4,497
| -27% | -$98.6K | 0.07% | 71 |
|
|
2015
Q4 | $336K | Buy |
16,419
+3,990
| +32% | +$80.1K | 0.09% | 60 |
|
|
2015
Q3 | $269K | Sell |
12,429
-342
| -3% | -$7.85K | 0.07% | 74 |
|
|
2015
Q2 | $302K | Sell |
12,771
-24
| -0.2% | -$612 | 0.08% | 65 |
|
|
2015
Q1 | $351K | Sell |
12,795
-354
| -3% | -$10K | 0.09% | 52 |
|
|
2014
Q4 | $376K | Hold |
13,149
| – | – | 0.1% | 52 |
|
|
2014
Q3 | $335K | Buy |
13,149
+354
| +3% | +$8.94K | 0.1% | 58 |
|
|
2014
Q2 | $326K | Buy |
12,795
+123
| +1% | +$3.16K | 0.1% | 56 |
|
|
2014
Q1 | $323K | Buy |
12,672
+57
| +0.5% | +$1.43K | 0.11% | 58 |
|
|
2013
Q4 | $321K | Sell |
12,615
-156
| -1% | -$4.03K | 0.11% | 58 |
|
|
2013
Q3 | $325K | Buy |
12,771
+315
| +3% | +$7.94K | 0.18% | 54 |
|
|
2013
Q2 | $317K | Buy |
+12,456
| New | +$319K | 0.19% | 53 |
|
Other funds holding WMT
VCM
VPM
MCF Advisors's WMT Position: Q1 2026 in Review
MCF Advisors increased its Walmart Inc (WMT) stake by 34% in Q1 2026, buying an estimated $1.03M and bringing the position to 32,939 shares worth $4.1M. The position accounts for 0.18% of the portfolio, ranked #67.
MCF Advisors first reported a position in WMT in Q2 2013 and has held it in 51 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- MCF Advisors held 32,939 shares of Walmart Inc worth $4.1M as of Q1 2026.
- MCF Advisors bought 8,383 Walmart Inc shares in Q1 2026, an estimated $1.03M.
- Walmart Inc made up 0.18% of MCF Advisors's portfolio in Q1 2026, its #67 holding.
- MCF Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 51 quarters since.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.