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Mokosak Advisory Group’s Walmart Inc WMT Stock Holding History

Mokosak Advisory Group’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
Q1 		$644K Buy
5,185
+11
+0.2% +$1.35K 0.16% 19
2025
Q4 		$577K Sell
5,174
-67
-1% -$7.19K 0.14% 19
2025
Q3 		$540K Sell
5,241
-488
-9% -$48.6K 0.14% 19
2025
Q2 		$560K Buy
5,729
+27
+0.5% +$2.57K 0.16% 20
2025
Q1 		$501K Buy
5,702
+919
+19% +$86.2K 0.15% 19
2024
Q4 		$432K Hold
4,783
– – 0.13% 20
2024
Q3 		$386K Buy
4,783
+13
+0.3% +$955 0.12% 22
2024
Q2 		$323K Sell
4,770
-47
-1% -$2.96K 0.11% 23
2024
Q1 		$290K Buy
4,817
+23
+0.5% +$1.32K 0.1% 25
2023
Q4 		$252K Sell
4,794
-444
-8% -$23.5K 0.09% 24
2023
Q3 		$279K Buy
5,238
+15
+0.3% +$798 0.11% 23
2023
Q2 		$274K Buy
5,223
+849
+19% +$42.8K 0.11% 22
2023
Q1 		$215K Buy
4,374
+30
+0.7% +$1.42K 0.09% 23
2022
Q4 		$206K Sell
4,344
-528
-11% -$25.1K 0.09% 23
2022
Q3 		$211K Buy
+4,872
New +$213K 0.1% 23
2022
Q2 		– Sell
-4,809
Closed -$239K – 25
2022
Q1 		$239K Buy
4,809
+15
+0.3% +$704 0.1% 23
2021
Q4 		$231K Hold
4,794
– – 0.09% 25
2021
Q3 		$223K Buy
+4,794
New +$231K 0.09% 24

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mokosak Advisory Group's WMT Position: Q1 2026 in Review

Mokosak Advisory Group increased its Walmart Inc (WMT) stake by 0.21% in Q1 2026, buying an estimated $1.35K and bringing the position to 5,185 shares worth $644K. The position accounts for 0.16% of the portfolio, ranked #19.

Mokosak Advisory Group first reported a position in WMT in Q3 2021 and has held it in 18 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mokosak Advisory Group held 5,185 shares of Walmart Inc worth $644K as of Q1 2026.
  • Mokosak Advisory Group bought 11 Walmart Inc shares in Q1 2026, an estimated $1.35K.
  • Walmart Inc made up 0.16% of Mokosak Advisory Group's portfolio in Q1 2026, its #19 holding.
  • Mokosak Advisory Group first reported a position in Walmart Inc in Q3 2021 and has held it in 18 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.