MGB Wealth Management’s Walmart Inc WMT Stock Holding History

MGB Wealth Management’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
2025 Q4	$4.43M	Buy	39,796 +1,052	+3%	+$113K	1.27%	10
2025 Q3	$3.99M	Buy	38,744 +728	+2%	+$72.5K	1.13%	11
2025 Q2	$3.72M	Buy	38,016 +2,473	+7%	+$236K	1.22%	14
2025 Q1	$3.11M	Buy	35,543 +1,917	+6%	+$180K	1.13%	15
2024 Q4	$3.04M	Buy	33,626 +1,274	+4%	+$111K	0.94%	17
2024 Q3	$2.61M	Hold	32,352	–	–	0.95%	20
2024 Q2	$2.24M	Hold	32,352	–	–	0.84%	25
2024 Q1	$1.95M	Buy	32,352 +450	+1%	+$25.7K	0.79%	29
2023 Q4	$1.68M	Buy	+31,902	New	+$1.69M	0.84%	30

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MGB Wealth Management's WMT Position: Q4 2025 in Review

MGB Wealth Management increased its Walmart Inc (WMT) stake by 2.7% in Q4 2025, buying an estimated $113K and bringing the position to 39,796 shares worth $4.43M. The position accounts for 1.27% of the portfolio, ranked #10.

MGB Wealth Management first reported a position in WMT in Q4 2023 and has held it in 9 quarters since. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

MGB Wealth Management held 39,796 shares of Walmart Inc worth $4.43M as of Q4 2025.
MGB Wealth Management bought 1,052 Walmart Inc shares in Q4 2025, an estimated $113K.
Walmart Inc made up 1.27% of MGB Wealth Management's portfolio in Q4 2025, its #10 holding.
MGB Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 9 quarters since.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.