Mezzasalma Advisors’s Walmart Inc WMT Stock Holding History

Mezzasalma Advisors’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	-1,736	Closed	-$216K	–	178
2026 Q1	$216K	Buy	+1,736	New	+$213K	0.06%	147
2025 Q2	–	Sell	-3,930	Closed	-$345K	–	153
2025 Q1	$345K	Hold	3,930	–	–	0.12%	106
2024 Q4	$355K	Hold	3,930	–	–	0.11%	101
2024 Q3	$317K	Sell	3,930 -5	-0.1%	-$367	0.13%	64
2024 Q2	$266K	Sell	3,935 -1,306	-25%	-$82.2K	0.11%	63
2024 Q1	$315K	Buy	5,241 +312	+6%	+$17.9K	0.15%	75
2023 Q4	$259K	Sell	4,929 -957	-16%	-$50.6K	0.14%	79
2023 Q3	$314K	Hold	5,886	–	–	0.19%	60
2023 Q2	$308K	Buy	5,886 +606	+11%	+$30.6K	0.19%	64
2023 Q1	$260K	Sell	5,280 -150	-3%	-$7.12K	0.18%	73
2022 Q4	$257K	Hold	5,430	–	–	0.22%	70
2022 Q3	$235K	Hold	5,430	–	–	0.19%	68
2022 Q2	$220K	Buy	5,430 +480	+10%	+$22.1K	0.19%	72
2022 Q1	$246K	Hold	4,950	–	–	0.15%	81
2021 Q4	$239K	Hold	4,950	–	–	0.13%	85
2021 Q3	$230K	Hold	4,950	–	–	0.13%	89
2021 Q2	$233K	Hold	4,950	–	–	0.13%	93
2021 Q1	$224K	Hold	4,950	–	–	0.14%	84
2020 Q4	$238K	Buy	+4,950	New	+$240K	0.15%	79

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

Mezzasalma Advisors's WMT Position: Q2 2026 in Review

Mezzasalma Advisors sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,736 shares — an estimated $216K sold.

Mezzasalma Advisors first reported a position in WMT in Q4 2020 and held it in 19 quarters. The position peaked at $355K in Q4 2024. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Mezzasalma Advisors reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Mezzasalma Advisors sold 1,736 Walmart Inc shares in Q2 2026, an estimated $216K.
Mezzasalma Advisors first reported a position in Walmart Inc in Q4 2020 and held it in 19 quarters.
Mezzasalma Advisors's Walmart Inc position peaked at $355K in Q4 2024.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.