MinichMacGregor Wealth Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $553K | Sell |
4,878
-2,130
| -30% | -$264K | 0.08% | 75 |
|
|
2026
Q1 | $871K | Buy |
7,008
+1,905
| +37% | +$234K | 0.15% | 54 |
|
|
2025
Q4 | $572K | Sell |
5,103
-150
| -3% | -$16.1K | 0.1% | 70 |
|
|
2025
Q3 | $545K | Sell |
5,253
-5
| -0.1% | -$498 | 0.11% | 74 |
|
|
2025
Q2 | $518K | Sell |
5,258
-3,528
| -40% | -$336K | 0.11% | 67 |
|
|
2025
Q1 | $775K | Buy |
8,786
+811
| +10% | +$76.1K | 0.17% | 55 |
|
|
2024
Q4 | $724K | Buy |
7,975
+1,713
| +27% | +$149K | 0.15% | 57 |
|
|
2024
Q3 | $510K | Buy |
6,262
+8
| +0.1% | +$588 | 0.11% | 66 |
|
|
2024
Q2 | $428K | Buy |
6,254
+97
| +2% | +$6.11K | 0.1% | 66 |
|
|
2024
Q1 | $375K | Sell |
6,157
-32
| -0.5% | -$1.83K | 0.1% | 74 |
|
|
2023
Q4 | $325K | Buy |
6,189
+237
| +4% | +$12.5K | 0.09% | 77 |
|
|
2023
Q3 | $317K | Sell |
5,952
-285
| -5% | -$15.2K | 0.11% | 68 |
|
|
2023
Q2 | $327K | Buy |
6,237
+318
| +5% | +$16K | 0.1% | 72 |
|
|
2023
Q1 | $291K | Buy |
5,919
+84
| +1% | +$3.99K | 0.1% | 75 |
|
|
2022
Q4 | $276K | Hold |
5,835
| – | – | 0.1% | 64 |
|
|
2022
Q3 | $252K | Sell |
5,835
-36
| -0.6% | -$1.58K | 0.1% | 69 |
|
|
2022
Q2 | $238K | Sell |
5,871
-78
| -1% | -$3.6K | 0.1% | 67 |
|
|
2022
Q1 | $295K | Sell |
5,949
-75
| -1% | -$3.52K | 0.09% | 75 |
|
|
2021
Q4 | $290K | Sell |
6,024
-486
| -7% | -$23.2K | 0.09% | 74 |
|
|
2021
Q3 | $302K | Buy |
6,510
+6
| +0.1% | +$289 | 0.1% | 66 |
|
|
2021
Q2 | $305K | Sell |
6,504
-945
| -13% | -$44K | 0.11% | 65 |
|
|
2021
Q1 | $337K | Sell |
7,449
-30
| -0.4% | -$1.39K | 0.13% | 65 |
|
|
2020
Q4 | $359K | Buy |
7,479
+1,635
| +28% | +$79.4K | 0.15% | 57 |
|
|
2020
Q3 | $272K | Buy |
5,844
+78
| +1% | +$3.47K | 0.13% | 50 |
|
|
2020
Q2 | $230K | Buy |
5,766
+267
| +5% | +$11K | 0.13% | 54 |
|
|
2020
Q1 | $236K | Sell |
5,499
-825
| -13% | -$31.7K | 0.21% | 73 |
|
|
2019
Q4 | $250K | Sell |
6,324
-1,194
| -16% | -$47.4K | 0.14% | 48 |
|
|
2019
Q3 | $297K | Buy |
7,518
+1,626
| +28% | +$61.4K | 0.2% | 42 |
|
|
2019
Q2 | $217K | Buy |
+5,892
| New | +$203K | 0.15% | 42 |
|
|
2019
Q1 | – | Sell |
-61,050
| Closed | -$1.59M | – | 117 |
|
|
2018
Q4 | $1.59M | Buy |
61,050
+55,791
| +1,061% | +$1.79M | 1.09% | 33 |
|
|
2018
Q3 | $165K | Buy |
5,259
+1,887
| +56% | +$57.7K | 0.11% | 50 |
|
|
2018
Q2 | $94K | Sell |
3,372
-669
| -17% | -$19K | 0.07% | 82 |
|
|
2018
Q1 | $119K | Sell |
4,041
-90
| -2% | -$2.9K | 0.09% | 63 |
|
|
2017
Q4 | $136K | Buy |
4,131
+243
| +6% | +$7.43K | 0.11% | 54 |
|
|
2017
Q3 | $101K | Buy |
3,888
+6
| +0.2% | +$157 | 0.08% | 64 |
|
|
2017
Q2 | $97K | Buy |
3,882
+27
| +0.7% | +$685 | 0.08% | 65 |
|
|
2017
Q1 | $92K | Buy |
3,855
+6
| +0.2% | +$138 | 0.08% | 68 |
|
|
2016
Q4 | $88K | Hold |
3,849
| – | – | 0.08% | 70 |
|
|
2016
Q3 | $92K | Buy |
3,849
+6
| +0.2% | +$146 | 0.09% | 74 |
|
|
2016
Q2 | $93K | Sell |
3,843
-45
| -1% | -$1.04K | 0.09% | 71 |
|
|
2016
Q1 | $88K | Buy |
3,888
+237
| +6% | +$5.2K | 0.08% | 72 |
|
|
2015
Q4 | $90K | Buy |
+3,651
| New | +$73.3K | 0.08% | 66 |
|
Other funds holding WMT
MinichMacGregor Wealth Management's WMT Position: Q2 2026 in Review
MinichMacGregor Wealth Management reduced its Walmart Inc (WMT) stake by 30% in Q2 2026, selling an estimated $264K and leaving 4,878 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #75.
MinichMacGregor Wealth Management first reported a position in WMT in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.59M in Q4 2018. 2,095 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- MinichMacGregor Wealth Management held 4,878 shares of Walmart Inc worth $553K as of Q2 2026.
- MinichMacGregor Wealth Management sold 2,130 Walmart Inc shares in Q2 2026, an estimated $264K.
- Walmart Inc made up 0.08% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #75 holding.
- MinichMacGregor Wealth Management first reported a position in Walmart Inc in Q4 2015 and has held it in 42 quarters since.
- MinichMacGregor Wealth Management's Walmart Inc position peaked at $1.59M in Q4 2018.
- 2,095 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.