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Midland Wealth Advisors’s Walmart Inc WMT Stock Holding History

Midland Wealth Advisors’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 		$2.47M Sell
21,832
-5,914
-21% -$734K 0.12% 40
2026
Q1 		$3.45M Sell
27,746
-1,483
-5% -$182K 0.18% 34
2025
Q4 		$3.26M Sell
29,229
-2,634
-8% -$283K 0.17% 33
2025
Q3 		$3.28M Sell
31,863
-2,673
-8% -$266K 0.18% 35
2025
Q2 		$3.38M Buy
34,536
+2,444
+8% +$233K 0.19% 28
2025
Q1 		$2.82M Sell
32,092
-1,124
-3% -$105K 0.17% 32
2024
Q4 		$3M Sell
33,216
-1,520
-4% -$132K 0.18% 31
2024
Q3 		$2.8M Sell
34,736
-4,428
-11% -$325K 0.16% 39
2024
Q2 		$2.65M Buy
39,164
+338
+0.9% +$21.3K 0.16% 38
2024
Q1 		$2.34M Buy
38,826
+1,545
+4% +$88.4K 0.14% 40
2023
Q4 		$1.96M Buy
+37,281
New +$1.97M 0.13% 42

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Midland Wealth Advisors's WMT Position: Q2 2026 in Review

Midland Wealth Advisors reduced its Walmart Inc (WMT) stake by 21% in Q2 2026, selling an estimated $734K and leaving 21,832 shares worth $2.47M. The position accounts for 0.12% of the portfolio, ranked #40.

Midland Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.45M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Midland Wealth Advisors held 21,832 shares of Walmart Inc worth $2.47M as of Q2 2026.
  • Midland Wealth Advisors sold 5,914 Walmart Inc shares in Q2 2026, an estimated $734K.
  • Walmart Inc made up 0.12% of Midland Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Midland Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Walmart Inc position peaked at $3.45M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.