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Mosaic Family Wealth Partners’s Walmart Inc WMT Stock Holding History

Mosaic Family Wealth Partners’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 		$4.24M Buy
34,103
+5,362
+19% +$658K 0.43% 36
2025
Q4 		$3.2M Buy
28,741
+938
+3% +$101K 0.35% 41
2025
Q3 		$2.87M Buy
27,803
+2,300
+9% +$229K 0.34% 38
2025
Q2 		$2.49M Buy
25,503
+65
+0.3% +$6.19K 0.32% 39
2025
Q1 		$2.23M Sell
25,438
-268
-1% -$25.1K 0.32% 39
2024
Q4 		$2.32M Buy
25,706
+2,047
+9% +$178K 0.34% 35
2024
Q3 		$1.91M Sell
23,659
-43
-0.2% -$3.16K 0.28% 38
2024
Q2 		$1.6M Sell
23,702
-198
-0.8% -$12.5K 0.26% 45
2024
Q1 		$1.44M Buy
23,900
+188
+0.8% +$10.8K 0.24% 49
2023
Q4 		$1.25M Buy
23,712
+120
+0.5% +$6.35K 0.21% 53
2023
Q3 		$1.26M Buy
23,592
+3,789
+19% +$202K 0.25% 47
2023
Q2 		$1.04M Buy
19,803
+18
+0.1% +$908 0.2% 54
2023
Q1 		$972K Sell
19,785
-78
-0.4% -$3.7K 0.2% 60
2022
Q4 		$939K Buy
+19,863
New +$943K 0.26% 61

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 Family Wealth Partners's WMT Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Walmart Inc (WMT) stake by 19% in Q1 2026, buying an estimated $658K and bringing the position to 34,103 shares worth $4.24M. The position accounts for 0.43% of the portfolio, ranked #36.

Mosaic Family Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mosaic Family Wealth Partners held 34,103 shares of Walmart Inc worth $4.24M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 5,362 Walmart Inc shares in Q1 2026, an estimated $658K.
  • Walmart Inc made up 0.43% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #36 holding.
  • Mosaic Family Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.