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Mittelman Wealth Management’s Walmart Inc WMT Stock Holding History

Mittelman 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 		$480K Sell
3,860
-756
-16% -$92.8K 0.3% 37
2025
Q4 		$514K Buy
+4,616
New +$496K 0.33% 31
2024
Q3 		– Sell
-3,348
Closed -$227K – 74
2024
Q2 		$227K Buy
+3,348
New +$211K 0.15% 68

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

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

Mittelman Wealth Management reduced its Walmart Inc (WMT) stake by 16% in Q1 2026, selling an estimated $92.8K and leaving 3,860 shares worth $480K. The position accounts for 0.3% of the portfolio, ranked #37.

Mittelman Wealth Management first reported a position in WMT in Q2 2024 and has held it in 3 quarters since. The position peaked at $514K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mittelman Wealth Management held 3,860 shares of Walmart Inc worth $480K as of Q1 2026.
  • Mittelman Wealth Management sold 756 Walmart Inc shares in Q1 2026, an estimated $92.8K.
  • Walmart Inc made up 0.3% of Mittelman Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Mittelman Wealth Management first reported a position in Walmart Inc in Q2 2024 and has held it in 3 quarters since.
  • Mittelman Wealth Management's Walmart Inc position peaked at $514K in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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