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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
Q2 		$589K Buy
5,205
+20
+0.4% +$2.48K 0.13% 21
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mokosak Advisory Group's WMT Position: Q2 2026 in Review

Mokosak Advisory Group increased its Walmart Inc (WMT) stake by 0.39% in Q2 2026, buying an estimated $2.48K and bringing the position to 5,205 shares worth $589K. The position accounts for 0.13% of the portfolio, ranked #21.

Mokosak Advisory Group first reported a position in WMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $644K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mokosak Advisory Group held 5,205 shares of Walmart Inc worth $589K as of Q2 2026.
  • Mokosak Advisory Group bought 20 Walmart Inc shares in Q2 2026, an estimated $2.48K.
  • Walmart Inc made up 0.13% of Mokosak Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Mokosak Advisory Group first reported a position in Walmart Inc in Q3 2021 and has held it in 19 quarters since.
  • Mokosak Advisory Group's Walmart Inc position peaked at $644K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.