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Midwest Financial Group’s Walmart Inc WMT Stock Holding History

Midwest Financial 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 		$416K Buy
3,674
+68
+2% +$8.44K 0.15% 97
2026
Q1 		$448K Buy
3,606
+676
+23% +$83K 0.19% 84
2025
Q4 		$326K Sell
2,930
-157
-5% -$16.9K 0.14% 90
2025
Q3 		$318K Sell
3,087
-118
-4% -$11.7K 0.15% 92
2025
Q2 		$313K Buy
3,205
+604
+23% +$57.5K 0.16% 86
2025
Q1 		$228K Buy
2,601
+203
+8% +$19K 0.13% 98
2024
Q4 		$217K Buy
+2,398
New +$208K 0.12% 104

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

Midwest Financial Group's WMT Position: Q2 2026 in Review

Midwest Financial Group increased its Walmart Inc (WMT) stake by 1.9% in Q2 2026, buying an estimated $8.44K and bringing the position to 3,674 shares worth $416K. The position accounts for 0.15% of the portfolio, ranked #97.

Midwest Financial Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Midwest Financial Group held 3,674 shares of Walmart Inc worth $416K as of Q2 2026.
  • Midwest Financial Group bought 68 Walmart Inc shares in Q2 2026, an estimated $8.44K.
  • Walmart Inc made up 0.15% of Midwest Financial Group's portfolio in Q2 2026, its #97 holding.
  • Midwest Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Midwest Financial Group's Walmart Inc position peaked at $448K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.