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Mission Financial Group’s Walmart Inc WMT Stock Holding History

Mission Financial Group’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 		$367K Buy
+3,237
New +$402K 0.3% 91
2025
Q1 		$416K Buy
+3,348
New +$314K 0.38% 71
2021
Q4 		$355K Buy
+9,549
New +$456K 0.33% 82

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

Mission Financial Group's WMT Position: Q2 2026 in Review

Mission Financial Group opened a new position in Walmart Inc (WMT) in Q2 2026: 3,237 shares worth $367K. The stake represents 0.3% of the portfolio and ranks #91 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in WMT as recently as Q1 2025.

Mission Financial Group first reported a position in WMT in Q4 2021 and has held it in 3 quarters since. The position peaked at $416K in Q1 2025. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mission Financial Group held 3,237 shares of Walmart Inc worth $367K as of Q2 2026.
  • Walmart Inc was a new Mission Financial Group position in Q2 2026.
  • Walmart Inc made up 0.3% of Mission Financial Group's portfolio in Q2 2026, its #91 holding.
  • Mission Financial Group first reported a position in Walmart Inc in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's Walmart Inc position peaked at $416K in Q1 2025.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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