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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mezzasalma Advisors's WMT Position: Q1 2026 in Review

Mezzasalma Advisors opened a new position in Walmart Inc (WMT) in Q1 2026: 1,736 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #147 among its holdings. This is a return to the name: Mezzasalma Advisors previously reported a position in WMT as recently as Q1 2025.

Mezzasalma Advisors first reported a position in WMT in Q4 2020 and has held it in 19 quarters since. The position peaked at $355K in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Mezzasalma Advisors held 1,736 shares of Walmart Inc worth $216K as of Q1 2026.
Walmart Inc was a new Mezzasalma Advisors position in Q1 2026.
Walmart Inc made up 0.06% of Mezzasalma Advisors's portfolio in Q1 2026, its #147 holding.
Mezzasalma Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 19 quarters since.
Mezzasalma Advisors's Walmart Inc position peaked at $355K in Q4 2024.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.