MRA Advisory Group
WMT icon

MRA Advisory Group’s Walmart Inc WMT Stock Holding History

MRA Advisory Group’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
Q3 		$1.26M Sell
12,094
-7,771
-39% -$853K 0.47% 39
2026
Q2 		$2.25M Buy
19,865
+5,721
+40% +$710K 0.82% 26
2026
Q1 		$1.76M Buy
14,144
+34
+0.2% +$4.17K 0.72% 31
2025
Q4 		$1.57M Sell
14,110
-1,087
-7% -$117K 0.66% 31
2025
Q3 		$1.57M Buy
15,197
+1,298
+9% +$129K 0.68% 26
2025
Q2 		$1.36M Sell
13,899
-1,045
-7% -$100K 0.64% 24
2025
Q1 		$1.31M Sell
14,944
-2
-0% -$188 0.7% 24
2024
Q4 		$1.35M Sell
14,946
-331
-2% -$28.7K 0.72% 25
2024
Q3 		$1.23M Buy
15,277
+65
+0.4% +$4.77K 0.67% 23
2024
Q2 		$1.03M Sell
15,212
-945
-6% -$59.5K 0.59% 25
2024
Q1 		$972K Buy
16,157
+2,060
+15% +$118K 0.58% 23
2023
Q4 		$741K Sell
14,097
-4,416
-24% -$234K 0.49% 32
2023
Q3 		$987K Buy
18,513
+5,463
+42% +$291K 0.7% 34
2023
Q2 		$684K Hold
13,050
– – 0.47% 37
2023
Q1 		$641K Sell
13,050
-3
-0% -$142 0.46% 40
2022
Q4 		$617K Hold
13,053
– – 0.49% 39
2022
Q3 		$563K Buy
+13,053
New +$572K 0.48% 41
2021
Q2 		– Sell
-16,218
Closed -$734K – 129
2021
Q1 		$734K Buy
16,218
+540
+3% +$25K 0.69% 37
2020
Q4 		$753K Buy
+15,678
New +$761K 0.74% 33

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

MRA Advisory Group's WMT Position: Q3 2026 in Review

MRA Advisory Group reduced its Walmart Inc (WMT) stake by 39% in Q3 2026, selling an estimated $853K and leaving 12,094 shares worth $1.26M. The position accounts for 0.47% of the portfolio, ranked #39.

MRA Advisory Group first reported a position in WMT in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.25M in Q2 2026. 1,802 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • MRA Advisory Group held 12,094 shares of Walmart Inc worth $1.26M as of Q3 2026.
  • MRA Advisory Group sold 7,771 Walmart Inc shares in Q3 2026, an estimated $853K.
  • Walmart Inc made up 0.47% of MRA Advisory Group's portfolio in Q3 2026, its #39 holding.
  • MRA Advisory Group first reported a position in Walmart Inc in Q4 2020 and has held it in 19 quarters since.
  • MRA Advisory Group's Walmart Inc position peaked at $2.25M in Q2 2026.
  • 1,802 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.