MF
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Midwestern Financial’s Walmart Inc WMT Stock Holding History

Midwestern Financial’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 		$507K Buy
4,477
+17
+0.4% +$2.11K 0.36% 40
2026
Q1 		$554K Buy
4,460
+10
+0.2% +$1.23K 0.44% 39
2025
Q4 		$496K Buy
4,450
+151
+4% +$16.2K 0.41% 42
2025
Q3 		$443K Sell
4,299
-140
-3% -$13.9K 0.38% 45
2025
Q2 		$434K Buy
+4,439
New +$423K 0.41% 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

Midwestern Financial's WMT Position: Q2 2026 in Review

Midwestern Financial increased its Walmart Inc (WMT) stake by 0.38% in Q2 2026, buying an estimated $2.11K and bringing the position to 4,477 shares worth $507K. The position accounts for 0.36% of the portfolio, ranked #40.

Midwestern Financial first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $554K in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Midwestern Financial held 4,477 shares of Walmart Inc worth $507K as of Q2 2026.
  • Midwestern Financial bought 17 Walmart Inc shares in Q2 2026, an estimated $2.11K.
  • Walmart Inc made up 0.36% of Midwestern Financial's portfolio in Q2 2026, its #40 holding.
  • Midwestern Financial first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Midwestern Financial's Walmart Inc position peaked at $554K in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.