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Mosaic Advisors’s Walmart Inc WMT Stock Holding History

Mosaic 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
Q1 		$1.2M Hold
9,210
– – 1.79% 16
2025
Q4 		$1.03M Hold
9,210
– – 1.97% 16
2025
Q3 		$949K Buy
+9,210
New +$917K 2.3% 11
2025
Q1 		– Sell
-4,920
Closed -$445K – 21
2024
Q4 		$445K Buy
+4,920
New +$427K 0.52% 11
2022
Q1 		– Sell
-11,610
Closed -$560K – 56
2021
Q4 		$560K Buy
11,610
+1,356
+13% +$64.7K 0.41% 16
2021
Q3 		$476K Sell
10,254
-1,248
-11% -$60.1K 0.32% 23
2021
Q2 		$541K Hold
11,502
– – 0.35% 23
2021
Q1 		$521K Buy
11,502
+1,599
+16% +$74.1K 0.44% 22
2020
Q4 		$476K Buy
+9,903
New +$481K 0.44% 21

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

Mosaic Advisors's WMT Position: Q1 2026 in Review

Mosaic Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 9,210 shares worth $1.2M. The position accounts for 1.79% of the portfolio, ranked #16.

Mosaic Advisors first reported a position in WMT in Q4 2020 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mosaic Advisors held 9,210 shares of Walmart Inc worth $1.2M as of Q1 2026.
  • Mosaic Advisors left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 1.79% of Mosaic Advisors's portfolio in Q1 2026, its #16 holding.
  • Mosaic Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 9 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.