MWM
WMT icon

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
Q2 		– Hold
0
– – – 992
2024
Q2 		– Hold
0
– -$181K – 740
2024
Q1 		– Hold
0
– – – 654

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Mission Wealth Management's WMT Position: Q2 2026 in Review

Mission Wealth Management increased its Walmart Inc (WMT) stake by 294% in Q2 2026, buying an estimated $19.6M and bringing the position to 211,529 shares worth $24M. The position accounts for 0.29% of the portfolio, ranked #59.

Mission Wealth Management first reported a position in WMT in Q2 2015 and has held it in 45 quarters since. 911 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mission Wealth Management held 211,529 shares of Walmart Inc worth $24M as of Q2 2026.
  • Mission Wealth Management bought 157,799 Walmart Inc shares in Q2 2026, an estimated $19.6M.
  • Walmart Inc made up 0.29% of Mission Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Mission Wealth Management first reported a position in Walmart Inc in Q2 2015 and has held it in 45 quarters since.
  • 911 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.