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Mountain Capital Investment Advisors’s Walmart Inc WMT Stock Holding History

Mountain Capital Investment 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
Q2 		$394K Buy
3,482
+25
+0.7% +$3.1K 0.06% 50
2026
Q1 		$441K Buy
+3,457
New +$424K 0.07% 44
2017
Q4 		– Sell
-600
Closed -$16K – 433
2017
Q3 		$16K Sell
600
-198
-25% -$5.19K 0.01% 219
2017
Q2 		$20K Buy
+798
New +$20.3K 0.02% 210

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mountain Capital Investment Advisors's WMT Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Walmart Inc (WMT) stake by 0.72% in Q2 2026, buying an estimated $3.1K and bringing the position to 3,482 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #50.

Mountain Capital Investment Advisors first reported a position in WMT in Q2 2017 and has held it in 4 quarters since. The position peaked at $441K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mountain Capital Investment Advisors held 3,482 shares of Walmart Inc worth $394K as of Q2 2026.
  • Mountain Capital Investment Advisors bought 25 Walmart Inc shares in Q2 2026, an estimated $3.1K.
  • Walmart Inc made up 0.06% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Mountain Capital Investment Advisors first reported a position in Walmart Inc in Q2 2017 and has held it in 4 quarters since.
  • Mountain Capital Investment Advisors's Walmart Inc position peaked at $441K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.