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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
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
– – 1.57% 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
BlackRock New York $5.7T 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 $1.47T 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