Mid-American Wealth Advisory Group’s Walmart Inc WMT Stock Holding History

Mid-American Wealth Advisory Group’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	$430K	Buy	3,796 +149	+4%	+$18.5K	0.16%	51
2026 Q1	$406K	Hold	3,647	–	–	0.17%	46
2025 Q4	$406K	Buy	3,647 +358	+11%	+$38.4K	0.17%	46
2025 Q3	$339K	Sell	3,289 -6	-0.2%	-$597	0.15%	45
2025 Q2	$322K	Sell	3,295 -1,390	-30%	-$132K	0.15%	43
2025 Q1	$411K	Buy	4,685 +34	+0.7%	+$3.19K	0.22%	36
2024 Q4	$420K	Sell	4,651 -213	-4%	-$18.5K	0.25%	34
2024 Q3	$393K	Sell	4,864 -219	-4%	-$16.1K	0.25%	34
2024 Q2	$344K	Buy	5,083 +415	+9%	+$26.1K	0.22%	41
2024 Q1	$281K	Buy	+4,668	New	+$267K	0.19%	37
2023 Q3	–	Sell	-20,613	Closed	-$1.07M	–	76
2023 Q2	$1.07M	Buy	+20,613	New	+$1.04M	0.83%	30
2022 Q1	$851K	Sell	17,151 -10,146	-37%	-$476K	0.67%	46
2021 Q4	$1.32M	Buy	+27,297	New	+$1.3M	1.06%	26

Other funds holding WMT

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Mid-American Wealth Advisory Group's WMT Position: Q2 2026 in Review

Mid-American Wealth Advisory Group increased its Walmart Inc (WMT) stake by 4.1% in Q2 2026, buying an estimated $18.5K and bringing the position to 3,796 shares worth $430K. The position accounts for 0.16% of the portfolio, ranked #51.

Mid-American Wealth Advisory Group first reported a position in WMT in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.32M in Q4 2021. 1,522 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Mid-American Wealth Advisory Group held 3,796 shares of Walmart Inc worth $430K as of Q2 2026.
Mid-American Wealth Advisory Group bought 149 Walmart Inc shares in Q2 2026, an estimated $18.5K.
Walmart Inc made up 0.16% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #51 holding.
Mid-American Wealth Advisory Group first reported a position in Walmart Inc in Q4 2021 and has held it in 13 quarters since.
Mid-American Wealth Advisory Group's Walmart Inc position peaked at $1.32M in Q4 2021.
1,522 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.