MCB
WMT icon

Morton Community Bank’s Walmart Inc WMT Stock Holding History

Morton Community Bank’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 		$382K Sell
3,375
-28
-0.8% -$3.48K 0.08% 105
2026
Q1 		$423K Hold
3,403
– – 0.09% 99
2025
Q4 		$405K Sell
3,403
-75
-2% -$8.05K 0.09% 102
2025
Q3 		$352K Buy
3,478
+103
+3% +$10.3K 0.08% 104
2025
Q2 		$330K Hold
3,375
– – 0.08% 101
2025
Q1 		$296K Hold
3,375
– – 0.08% 102
2024
Q4 		$305K Sell
3,375
-87
-3% -$7.55K 0.08% 107
2024
Q3 		$280K Hold
3,462
– – 0.07% 107
2024
Q2 		$234K Sell
3,462
-600
-15% -$37.8K 0.07% 107
2024
Q1 		$244K Sell
4,062
-270
-6% -$15.4K 0.07% 106
2023
Q4 		$228K Buy
+4,332
New +$229K 0.07% 109

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

Morton Community Bank's WMT Position: Q2 2026 in Review

Morton Community Bank reduced its Walmart Inc (WMT) stake by 0.82% in Q2 2026, selling an estimated $3.48K and leaving 3,375 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #105.

Morton Community Bank first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $423K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Morton Community Bank held 3,375 shares of Walmart Inc worth $382K as of Q2 2026.
  • Morton Community Bank sold 28 Walmart Inc shares in Q2 2026, an estimated $3.48K.
  • Walmart Inc made up 0.08% of Morton Community Bank's portfolio in Q2 2026, its #105 holding.
  • Morton Community Bank first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's Walmart Inc position peaked at $423K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.