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 Q3	$1.12M	Buy	10,734 +105	+1%	+$11.5K	0.66%	42
2026 Q2	$1.2M	Sell	10,629 -280	-3%	-$34.8K	0.72%	41
2026 Q1	$1.36M	Buy	10,909 +80	+0.7%	+$9.8K	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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Churchill Financial Advisors Louisville, Kentucky $511M AUM 22.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MFA Wealth Services's WMT Position: Q3 2026 in Review

MFA Wealth Services increased its Walmart Inc (WMT) stake by 0.99% in Q3 2026, buying an estimated $11.5K and bringing the position to 10,734 shares worth $1.12M. The position accounts for 0.66% of the portfolio, ranked #42.

MFA Wealth Services first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 1,189 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

MFA Wealth Services held 10,734 shares of Walmart Inc worth $1.12M as of Q3 2026.
MFA Wealth Services bought 105 Walmart Inc shares in Q3 2026, an estimated $11.5K.
Walmart Inc made up 0.66% of MFA Wealth Services's portfolio in Q3 2026, its #42 holding.
MFA Wealth Services first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Walmart Inc position peaked at $1.36M in Q1 2026.
1,189 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.