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MJT & Associates Financial Advisory’s Walmart Inc WMT Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$556K Sell
5,354
-1,568
-23% -$172K 0.36% 20
2026
Q2 		$784K Buy
6,922
+37
+0.5% +$4.59K 0.52% 20
2026
Q1 		$856K Hold
6,885
– – 0.63% 15
2025
Q4 		$767K Hold
6,885
– – 0.57% 16
2025
Q3 		$710K Buy
6,885
+47
+0.7% +$4.68K 0.58% 17
2025
Q2 		$669K Sell
6,838
-450
-6% -$42.9K 0.83% 13
2025
Q1 		$640K Buy
+7,288
New +$684K 0.61% 17

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

MJT & Associates Financial Advisory's WMT Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Walmart Inc (WMT) stake by 23% in Q3 2026, selling an estimated $172K and leaving 5,354 shares worth $556K. The position accounts for 0.36% of the portfolio, ranked #20.

MJT & Associates Financial Advisory first reported a position in WMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $856K in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • MJT & Associates Financial Advisory held 5,354 shares of Walmart Inc worth $556K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 1,568 Walmart Inc shares in Q3 2026, an estimated $172K.
  • Walmart Inc made up 0.36% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #20 holding.
  • MJT & Associates Financial Advisory first reported a position in Walmart Inc in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Walmart Inc position peaked at $856K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.