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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
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 $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

Mindset Wealth Management's WMT Position: Q1 2026 in Review

Mindset Wealth Management reduced its Walmart Inc (WMT) stake by 16% in Q1 2026, selling an estimated $68.1K and leaving 2,815 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #112.

Mindset Wealth Management first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $375K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mindset Wealth Management held 2,815 shares of Walmart Inc worth $350K as of Q1 2026.
  • Mindset Wealth Management sold 555 Walmart Inc shares in Q1 2026, an estimated $68.1K.
  • Walmart Inc made up 0.09% of Mindset Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Mindset Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Walmart Inc position peaked at $375K in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.