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MPWM Advisory Solutions’s Walmart Inc WMT Stock Holding History

MPWM Advisory Solutions’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 		$121K Buy
1,069
+93
+10% +$11.5K 0.06% 135
2026
Q1 		$121K Buy
976
+2
+0.2% +$246 0.06% 131
2025
Q4 		$108K Buy
974
+72
+8% +$7.73K 0.06% 121
2025
Q3 		$92.9K Buy
902
+2
+0.2% +$199 0.06% 119
2025
Q2 		$88K Sell
900
-1,114
-55% -$106K 0.06% 121
2025
Q1 		$177K Buy
2,014
+35
+2% +$3.28K 0.13% 71
2024
Q4 		$179K Buy
+1,979
New +$172K 0.13% 77

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

MPWM Advisory Solutions's WMT Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Walmart Inc (WMT) stake by 9.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 1,069 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #135.

MPWM Advisory Solutions first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $179K in Q4 2024. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • MPWM Advisory Solutions held 1,069 shares of Walmart Inc worth $121K as of Q2 2026.
  • MPWM Advisory Solutions bought 93 Walmart Inc shares in Q2 2026, an estimated $11.5K.
  • Walmart Inc made up 0.06% of MPWM Advisory Solutions's portfolio in Q2 2026, its #135 holding.
  • MPWM Advisory Solutions first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Walmart Inc position peaked at $179K in Q4 2024.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.