MN Wealth Advisors’s Walmart Inc WMT Stock Holding History

MN Wealth 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	$1.51M	Sell	13,322 -196	-1%	-$24.3K	0.64%	28
2026 Q1	$1.68M	Buy	13,518 +384	+3%	+$47.1K	0.82%	24
2025 Q4	$1.46M	Buy	13,134 +599	+5%	+$64.3K	0.74%	25
2025 Q3	$1.29M	Buy	12,535 +235	+2%	+$23.4K	0.69%	30
2025 Q2	$1.2M	Buy	12,300 +751	+7%	+$71.6K	0.7%	32
2025 Q1	$1.01M	Buy	11,549 +55	+0.5%	+$5.16K	0.6%	43
2024 Q4	$1.04M	Buy	11,494 +2,042	+22%	+$177K	0.58%	41
2024 Q3	$877K	Sell	9,452 -203	-2%	-$14.9K	0.5%	45
2024 Q2	$749K	Sell	9,655 -1,175	-11%	-$74K	0.43%	48
2024 Q1	$652K	Buy	10,830 +171	+2%	+$9.78K	0.4%	53
2023 Q4	$560K	Buy	+10,659	New	+$564K	0.39%	55

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

MN Wealth Advisors's WMT Position: Q2 2026 in Review

MN Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $24.3K and leaving 13,322 shares worth $1.51M. The position accounts for 0.64% of the portfolio, ranked #28.

MN Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

MN Wealth Advisors held 13,322 shares of Walmart Inc worth $1.51M as of Q2 2026.
MN Wealth Advisors sold 196 Walmart Inc shares in Q2 2026, an estimated $24.3K.
Walmart Inc made up 0.64% of MN Wealth Advisors's portfolio in Q2 2026, its #28 holding.
MN Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
MN Wealth Advisors's Walmart Inc position peaked at $1.68M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.