MKT Advisors
WMT icon

MKT Advisors’s Walmart Inc WMT Stock Holding History

MKT Advisors’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 		$621K Sell
5,615
-600
-10% -$65.9K 0.2% 61
2026
Q2 		$693K Sell
6,215
-881
-12% -$109K 0.22% 54
2026
Q1 		$869K Hold
7,096
– – 0.29% 52
2025
Q4 		$800K Buy
7,096
+4
+0.1% +$429 0.27% 53
2025
Q3 		$723K Buy
7,092
+18
+0.3% +$1.79K 0.27% 55
2025
Q2 		$695K Sell
7,074
-112
-2% -$10.7K 0.28% 55
2025
Q1 		$602K Sell
7,186
-126
-2% -$11.8K 0.28% 55
2024
Q4 		$672K Sell
7,312
-625
-8% -$54.2K 0.29% 52
2024
Q3 		$638K Sell
7,937
-69
-0.9% -$5.07K 0.3% 56
2024
Q2 		$560K Buy
8,006
+100
+1% +$6.3K 0.28% 63
2024
Q1 		$479K Sell
7,906
-15,968
-67% -$914K 0.26% 74
2023
Q4 		$1.25M Sell
23,874
-33
-0.1% -$1.75K 0.82% 22
2023
Q3 		$1.28M Sell
23,907
-78
-0.3% -$4.15K 0.97% 15
2023
Q2 		$1.28M Sell
23,985
-69
-0.3% -$3.48K 0.9% 15
2023
Q1 		$1.2M Buy
24,054
+18
+0.1% +$854 0.9% 15
2022
Q4 		$1.17M Buy
24,036
+51
+0.2% +$2.42K 0.88% 16
2022
Q3 		$1.04M Buy
23,985
+60
+0.3% +$2.63K 0.9% 15
2022
Q2 		$1M Sell
23,925
-876
-4% -$40.4K 0.78% 19
2022
Q1 		$1.25M Buy
24,801
+660
+3% +$31K 0.94% 14
2021
Q4 		$1.09M Buy
+24,141
New +$1.15M 0.86% 17

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

MKT Advisors's WMT Position: Q3 2026 in Review

MKT Advisors reduced its Walmart Inc (WMT) stake by 9.7% in Q3 2026, selling an estimated $65.9K and leaving 5,615 shares worth $621K. The position accounts for 0.2% of the portfolio, ranked #61.

MKT Advisors first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q2 2023. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • MKT Advisors held 5,615 shares of Walmart Inc worth $621K as of Q3 2026.
  • MKT Advisors sold 600 Walmart Inc shares in Q3 2026, an estimated $65.9K.
  • Walmart Inc made up 0.2% of MKT Advisors's portfolio in Q3 2026, its #61 holding.
  • MKT Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • MKT Advisors's Walmart Inc position peaked at $1.28M in Q2 2023.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.