MLFP
WMT icon

MPS Loria Financial Planners’s Walmart Inc WMT Stock Holding History

MPS Loria Financial Planners’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 		$520K Sell
4,594
-163
-3% -$20.2K 0.12% 51
2026
Q1 		$591K Buy
4,757
+4
+0.1% +$491 0.16% 40
2025
Q4 		$530K Hold
4,753
– – 0.14% 44
2025
Q3 		$490K Buy
4,753
+5
+0.1% +$498 0.13% 49
2025
Q2 		$464K Sell
4,748
-140
-3% -$13.3K 0.14% 48
2025
Q1 		$429K Buy
4,888
+4
+0.1% +$375 0.13% 46
2024
Q4 		$441K Hold
4,884
– – 0.13% 46
2024
Q3 		$394K Sell
4,884
-797
-14% -$58.5K 0.12% 51
2024
Q2 		$385K Buy
5,681
+11
+0.2% +$693 0.12% 52
2024
Q1 		$341K Sell
5,670
-1,428
-20% -$81.7K 0.11% 58
2023
Q4 		$373K Hold
7,098
– – 0.13% 47
2023
Q3 		$378K Hold
7,098
– – 0.15% 42
2023
Q2 		$372K Buy
7,098
+6
+0.1% +$303 0.14% 49
2023
Q1 		$349K Sell
7,092
-483
-6% -$22.9K 0.14% 48
2022
Q4 		$358K Sell
7,575
-1,071
-12% -$50.9K 0.16% 46
2022
Q3 		$374K Buy
8,646
+120
+1% +$5.26K 0.15% 44
2022
Q2 		$345K Sell
8,526
-240
-3% -$11.1K 0.16% 48
2022
Q1 		$435K Sell
8,766
-327
-4% -$15.4K 0.18% 47
2021
Q4 		$438K Buy
9,093
+330
+4% +$15.8K 0.18% 44
2021
Q3 		$407K Buy
8,763
+453
+5% +$21.8K 0.19% 44
2021
Q2 		$391K Buy
8,310
+9
+0.1% +$419 0.18% 44
2021
Q1 		$375K Sell
8,301
-3
-0% -$139 0.17% 47
2020
Q4 		$406K Buy
8,304
+981
+13% +$47.6K 0.18% 44
2020
Q3 		$342K Buy
7,323
+2,013
+38% +$89.5K 0.18% 43
2020
Q2 		$212K Buy
+5,310
New +$218K 0.11% 68
2017
Q3 		– Sell
-6,882
Closed -$185K – 344
2017
Q2 		$185K Buy
+6,882
New +$175K 0.12% 74

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MPS Loria Financial Planners's WMT Position: Q2 2026 in Review

MPS Loria Financial Planners reduced its Walmart Inc (WMT) stake by 3.4% in Q2 2026, selling an estimated $20.2K and leaving 4,594 shares worth $520K. The position accounts for 0.12% of the portfolio, ranked #51.

MPS Loria Financial Planners first reported a position in WMT in Q2 2017 and has held it in 26 quarters since. The position peaked at $591K in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • MPS Loria Financial Planners held 4,594 shares of Walmart Inc worth $520K as of Q2 2026.
  • MPS Loria Financial Planners sold 163 Walmart Inc shares in Q2 2026, an estimated $20.2K.
  • Walmart Inc made up 0.12% of MPS Loria Financial Planners's portfolio in Q2 2026, its #51 holding.
  • MPS Loria Financial Planners first reported a position in Walmart Inc in Q2 2017 and has held it in 26 quarters since.
  • MPS Loria Financial Planners's Walmart Inc position peaked at $591K in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.