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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
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

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

MKT Advisors's WMT Position: Q2 2026 in Review

MKT Advisors reduced its Walmart Inc (WMT) stake by 12% in Q2 2026, selling an estimated $109K and leaving 6,215 shares worth $693K. The position accounts for 0.22% of the portfolio, ranked #54.

MKT Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q2 2023. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • MKT Advisors held 6,215 shares of Walmart Inc worth $693K as of Q2 2026.
  • MKT Advisors sold 881 Walmart Inc shares in Q2 2026, an estimated $109K.
  • Walmart Inc made up 0.22% of MKT Advisors's portfolio in Q2 2026, its #54 holding.
  • MKT Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's Walmart Inc position peaked at $1.28M in Q2 2023.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.