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Mindset Wealth Management’s Walmart Inc WMT Stock Holding History

Mindset Wealth Management’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 		$270K Sell
2,385
-430
-15% -$53.4K 0.05% 152
2026
Q1 		$350K Sell
2,815
-555
-16% -$68.1K 0.09% 112
2025
Q4 		$375K Buy
3,370
+260
+8% +$27.9K 0.1% 110
2025
Q3 		$321K Buy
3,110
+7
+0.2% +$697 0.09% 113
2025
Q2 		$303K Sell
3,103
-42
-1% -$4K 0.1% 109
2025
Q1 		$276K Buy
3,145
+53
+2% +$4.97K 0.11% 100
2024
Q4 		$279K Buy
3,092
+35
+1% +$3.04K 0.1% 102
2024
Q3 		$247K Buy
+3,057
New +$225K 0.1% 105

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

Mindset Wealth Management's WMT Position: Q2 2026 in Review

Mindset Wealth Management reduced its Walmart Inc (WMT) stake by 15% in Q2 2026, selling an estimated $53.4K and leaving 2,385 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #152.

Mindset Wealth Management first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $375K in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mindset Wealth Management held 2,385 shares of Walmart Inc worth $270K as of Q2 2026.
  • Mindset Wealth Management sold 430 Walmart Inc shares in Q2 2026, an estimated $53.4K.
  • Walmart Inc made up 0.05% of Mindset Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Mindset Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's Walmart Inc position peaked at $375K in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.