MFA Wealth Services’s Walmart Inc WMT Stock Holding History

MFA Wealth Services’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	$1.2M	Sell	10,629 -280	-3%	-$34.8K	0.72%	41
2026 Q1	$1.36M	Buy	10,909 +80	+0.7%	+$9.82K	0.9%	24
2025 Q4	$1.21M	Buy	10,829 +175	+2%	+$18.8K	0.82%	33
2025 Q3	$1.1M	Buy	10,654 +191	+2%	+$19K	0.76%	41
2025 Q2	$1.02M	Buy	10,463 +93	+0.9%	+$8.86K	0.77%	37
2025 Q1	$910K	Sell	10,370 -1,268	-11%	-$119K	0.75%	35
2024 Q4	$1.05M	Buy	+11,638	New	+$1.01M	0.84%	34

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MFA Wealth Services's WMT Position: Q2 2026 in Review

MFA Wealth Services reduced its Walmart Inc (WMT) stake by 2.6% in Q2 2026, selling an estimated $34.8K and leaving 10,629 shares worth $1.2M. The position accounts for 0.72% of the portfolio, ranked #41.

MFA Wealth Services first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

MFA Wealth Services held 10,629 shares of Walmart Inc worth $1.2M as of Q2 2026.
MFA Wealth Services sold 280 Walmart Inc shares in Q2 2026, an estimated $34.8K.
Walmart Inc made up 0.72% of MFA Wealth Services's portfolio in Q2 2026, its #41 holding.
MFA Wealth Services first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Walmart Inc position peaked at $1.36M in Q1 2026.
1,201 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.