Mirabella Financial Services’s Walmart Inc WMT Stock Holding History

Mirabella Financial Services’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
2025 Q4	–	Sell	-21,186	Closed	-$2.18M	–	796
2025 Q3	$2.18M	Buy	21,186 +12,752	+151%	+$1.27M	0.19%	118
2025 Q2	$828K	Sell	8,434 -3,554	-30%	-$339K	0.09%	153
2025 Q1	$1.05M	Buy	+11,988	New	+$1.12M	0.02%	217
2024 Q2	–	Sell	-82,184	Closed	-$4.95M	–	719
2024 Q1	$4.95M	Buy	82,184 +4,313	+6%	+$247K	0.36%	54
2023 Q4	$4.09M	Buy	+77,871	New	+$4.12M	0.55%	51
2023 Q3	–	Sell	-35,307	Closed	-$1.85M	–	647
2023 Q2	$1.85M	Buy	+35,307	New	+$1.78M	0.2%	142
2021 Q2	–	Sell	-4,434	Closed	-$201K	–	423
2021 Q1	$201K	Buy	+4,434	New	+$205K	0.06%	256
2020 Q2	–	Sell	-29,736	Closed	-$1.13M	–	202
2020 Q1	$1.13M	Sell	29,736 -90,264	-75%	-$3.47M	0.65%	39
2019 Q4	$4.75M	Buy	+120,000	New	+$4.77M	0.86%	30

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirabella Financial Services's WMT Position: Q4 2025 in Review

Mirabella Financial Services sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 21,186 shares — an estimated $2.18M sold.

Mirabella Financial Services first reported a position in WMT in Q4 2019 and held it in 9 quarters. The position peaked at $4.95M in Q1 2024. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Mirabella Financial Services reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Mirabella Financial Services sold 21,186 Walmart Inc shares in Q4 2025, an estimated $2.18M.
Mirabella Financial Services first reported a position in Walmart Inc in Q4 2019 and held it in 9 quarters.
Mirabella Financial Services's Walmart Inc position peaked at $4.95M in Q1 2024.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Mirabella Financial Services's 13F filing for Q4 2025, filed 17 Feb 2026.