MWM
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Mission Wealth Management’s Walmart Inc WMT Stock Holding History

Mission 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 		$6.68M Sell
53,730
-851
-2% -$104K 0.14% 89
2025
Q4 		$6.08M Buy
54,581
+1,081
+2% +$116K 0.12% 95
2025
Q3 		$5.51M Sell
53,500
-196
-0.4% -$19.5K 0.11% 108
2025
Q2 		$5.25M Buy
53,696
+211
+0.4% +$20.1K 0.11% 112
2025
Q1 		$4.7M Buy
53,485
+3,455
+7% +$324K 0.12% 106
2024
Q4 		$4.52M Buy
50,030
+1,228
+3% +$107K 0.11% 103
2024
Q3 		$3.94M Sell
48,802
-385
-0.8% -$28.3K 0.1% 116
2024
Q2 		$3.33M Buy
49,187
+6,928
+16% +$436K 0.09% 127
2024
Q1 		$2.54M Sell
42,259
-2,237
-5% -$128K 0.07% 156
2023
Q4 		$2.34M Buy
44,496
+5,652
+15% +$299K 0.08% 131
2023
Q3 		$2.07M Sell
38,844
-1,467
-4% -$78.1K 0.08% 129
2023
Q2 		$2.11M Sell
40,311
-1,143
-3% -$57.7K 0.08% 126
2023
Q1 		$2.04M Sell
41,454
-822
-2% -$39K 0.09% 130
2022
Q4 		$2M Buy
42,276
+825
+2% +$39.2K 0.1% 127
2022
Q3 		$1.79M Buy
41,451
+36
+0.1% +$1.58K 0.09% 122
2022
Q2 		$1.68M Buy
41,415
+207
+0.5% +$9.55K 0.09% 125
2022
Q1 		$2.04M Buy
41,208
+2,346
+6% +$110K 0.09% 111
2021
Q4 		$1.87M Buy
38,862
+141
+0.4% +$6.73K 0.08% 122
2021
Q3 		$1.8M Sell
38,721
-5,190
-12% -$250K 0.09% 117
2021
Q2 		$2.06M Buy
43,911
+303
+0.7% +$14.1K 0.11% 96
2021
Q1 		$1.97M Buy
43,608
+5,730
+15% +$265K 0.11% 90
2020
Q4 		$1.82M Buy
37,878
+5,640
+17% +$274K 0.11% 90
2020
Q3 		$1.5M Buy
32,238
+3,936
+14% +$175K 0.11% 88
2020
Q2 		$1.13M Buy
28,302
+5,658
+25% +$233K 0.1% 101
2020
Q1 		$858K Sell
22,644
-1,275
-5% -$49K 0.09% 107
2019
Q4 		$947K Buy
23,919
+219
+0.9% +$8.7K 0.09% 117
2019
Q3 		$938K Buy
23,700
+6,633
+39% +$250K 0.1% 106
2019
Q2 		$629K Buy
17,067
+264
+2% +$9.1K 0.07% 144
2019
Q1 		$546K Sell
16,803
-174
-1% -$5.64K 0.06% 156
2018
Q4 		$527K Buy
16,977
+999
+6% +$32K 0.07% 143
2018
Q3 		$500K Sell
15,978
-732
-4% -$22.4K 0.07% 156
2018
Q2 		$477K Buy
16,710
+654
+4% +$18.6K 0.07% 145
2018
Q1 		$476K Sell
16,056
-954
-6% -$30.7K 0.08% 121
2017
Q4 		$560K Buy
17,010
+675
+4% +$20.7K 0.1% 99
2017
Q3 		$425K Hold
16,335
– – 0.08% 112
2017
Q2 		$412K Buy
16,335
+726
+5% +$18.4K 0.08% 112
2017
Q1 		$375K Buy
15,609
+27
+0.2% +$621 0.07% 118
2016
Q4 		$359K Buy
15,582
+2,409
+18% +$56.2K 0.07% 118
2016
Q3 		$317K Sell
13,173
-63
-0.5% -$1.53K 0.08% 115
2016
Q2 		$322K Sell
13,236
-924
-7% -$21.4K 0.09% 107
2016
Q1 		$323K Sell
14,160
-855
-6% -$18.7K 0.09% 103
2015
Q4 		$307K Buy
15,015
+1,650
+12% +$33.1K 0.09% 101
2015
Q3 		$289K Buy
13,365
+1,140
+9% +$26.2K 0.09% 100
2015
Q2 		$335K Buy
+12,225
New +$312K 0.11% 91

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

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

Mission Wealth Management reduced its Walmart Inc (WMT) stake by 1.6% in Q1 2026, selling an estimated $104K and leaving 53,730 shares worth $6.68M. The position accounts for 0.14% of the portfolio, ranked #89.

Mission Wealth Management first reported a position in WMT in Q2 2015 and has held it in 44 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mission Wealth Management held 53,730 shares of Walmart Inc worth $6.68M as of Q1 2026.
  • Mission Wealth Management sold 851 Walmart Inc shares in Q1 2026, an estimated $104K.
  • Walmart Inc made up 0.14% of Mission Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Mission Wealth Management first reported a position in Walmart Inc in Q2 2015 and has held it in 44 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.