Mowery & Schoenfeld Wealth Management’s Walmart Inc WMT Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$1.54M	Hold	13,565	–	–	2.09%	12
2026 Q1	$1.69M	Sell	13,565 -176	-1%	-$21.6K	2.58%	12
2025 Q4	$1.53M	Buy	13,741 +234	+2%	+$25.1K	2.22%	11
2025 Q3	$1.39M	Buy	13,507 +3,582	+36%	+$357K	2.39%	10
2025 Q2	$971K	Hold	9,925	–	–	1.47%	14
2025 Q1	$871K	Hold	9,925	–	–	1.71%	12
2024 Q4	$897K	Buy	9,925 +588	+6%	+$51K	1.74%	13
2024 Q3	$754K	Sell	9,337 -348	-4%	-$25.6K	1.19%	15
2024 Q2	$656K	Buy	9,685 +48	+0.5%	+$3.02K	0.94%	16
2024 Q1	$580K	Buy	9,637 +637	+7%	+$36.4K	1.12%	16
2023 Q4	$473K	Buy	+9,000	New	+$476K	0.96%	18

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mowery & Schoenfeld Wealth Management's WMT Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 13,565 shares worth $1.54M. The position accounts for 2.09% of the portfolio, ranked #12.

Mowery & Schoenfeld Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 13,565 shares of Walmart Inc worth $1.54M as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 2.09% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #12 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Walmart Inc position peaked at $1.69M in Q1 2026.
4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.