MT
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Midwest Trust’s Walmart Inc WMT Stock Holding History

Midwest Trust’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 		$102M Sell
819,110
-26,997
-3% -$3.31M 1.27% 15
2025
Q4 		$94.3M Sell
846,107
-355
-0% -$38.1K 1.18% 15
2025
Q3 		$87.2M Sell
846,462
-7,240
-0.8% -$721K 1.14% 15
2025
Q2 		$83.5M Buy
+853,702
New +$81.3M 1.16% 14

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

Midwest Trust's WMT Position: Q1 2026 in Review

Midwest Trust reduced its Walmart Inc (WMT) stake by 3.2% in Q1 2026, selling an estimated $3.31M and leaving 819,110 shares worth $102M. The position accounts for 1.27% of the portfolio, ranked #15.

Midwest Trust first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Midwest Trust held 819,110 shares of Walmart Inc worth $102M as of Q1 2026.
  • Midwest Trust sold 26,997 Walmart Inc shares in Q1 2026, an estimated $3.31M.
  • Walmart Inc made up 1.27% of Midwest Trust's portfolio in Q1 2026, its #15 holding.
  • Midwest Trust first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.