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MGO Private Wealth’s Walmart Inc WMT Stock Holding History

MGO Private Wealth’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 		– Sell
-2,058
Closed -$229K – 68
2025
Q4 		$229K Hold
2,058
– – 0.14% 59
2025
Q3 		$212K Buy
2,058
+3
+0.1% +$299 0.13% 64
2025
Q2 		$201K Buy
+2,055
New +$196K 0.13% 61
2024
Q4 		– Sell
-2,742
Closed -$221K – 66
2024
Q3 		$221K Sell
2,742
-1,609
-37% -$118K 0.16% 56
2024
Q2 		$295K Buy
4,351
+8
+0.2% +$504 0.19% 61
2024
Q1 		$261K Buy
4,343
+413
+11% +$23.6K 0.16% 68
2023
Q4 		$207K Buy
3,930
+159
+4% +$8.41K 0.14% 70
2023
Q3 		$201K Buy
+3,771
New +$201K 0.15% 67
2023
Q1 		– Sell
-5,496
Closed -$260K – 134
2022
Q4 		$260K Sell
5,496
-60
-1% -$2.85K 0.12% 103
2022
Q3 		$240K Buy
+5,556
New +$243K 0.11% 113

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MGO Private Wealth's WMT Position: Q1 2026 in Review

MGO Private Wealth sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 2,058 shares — an estimated $229K sold.

MGO Private Wealth first reported a position in WMT in Q3 2022 and held it in 10 quarters. The position peaked at $295K in Q2 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • MGO Private Wealth reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 2,058 Walmart Inc shares in Q1 2026, an estimated $229K.
  • MGO Private Wealth first reported a position in Walmart Inc in Q3 2022 and held it in 10 quarters.
  • MGO Private Wealth's Walmart Inc position peaked at $295K in Q2 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.