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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
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 $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

MPS Loria Financial Planners's WMT Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Walmart Inc (WMT) stake by 0.08% in Q1 2026, buying an estimated $491 and bringing the position to 4,757 shares worth $591K. The position accounts for 0.16% of the portfolio, ranked #40.

MPS Loria Financial Planners first reported a position in WMT in Q2 2017 and has held it in 25 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • MPS Loria Financial Planners held 4,757 shares of Walmart Inc worth $591K as of Q1 2026.
  • MPS Loria Financial Planners bought 4 Walmart Inc shares in Q1 2026, an estimated $491.
  • Walmart Inc made up 0.16% of MPS Loria Financial Planners's portfolio in Q1 2026, its #40 holding.
  • MPS Loria Financial Planners first reported a position in Walmart Inc in Q2 2017 and has held it in 25 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.