MN Wealth Advisors
WMT icon

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
Q3 		$1.36M Sell
13,120
-202
-2% -$22.2K 0.55% 36
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% +$9.8K 0.4% 53
2023
Q4 		$560K Buy
+10,659
New +$564K 0.39% 55

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

MN Wealth Advisors's WMT Position: Q3 2026 in Review

MN Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.5% in Q3 2026, selling an estimated $22.2K and leaving 13,120 shares worth $1.36M. The position accounts for 0.55% of the portfolio, ranked #36.

MN Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • MN Wealth Advisors held 13,120 shares of Walmart Inc worth $1.36M as of Q3 2026.
  • MN Wealth Advisors sold 202 Walmart Inc shares in Q3 2026, an estimated $22.2K.
  • Walmart Inc made up 0.55% of MN Wealth Advisors's portfolio in Q3 2026, its #36 holding.
  • MN Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
  • MN Wealth Advisors's Walmart Inc position peaked at $1.68M in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.