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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
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% -$99.6K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MRA Advisory Group's WMT Position: Q2 2026 in Review

MRA Advisory Group increased its Walmart Inc (WMT) stake by 40% in Q2 2026, buying an estimated $710K and bringing the position to 19,865 shares worth $2.25M. The position accounts for 0.82% of the portfolio, ranked #26.

MRA Advisory Group first reported a position in WMT in Q4 2020 and has held it in 18 quarters since. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • MRA Advisory Group held 19,865 shares of Walmart Inc worth $2.25M as of Q2 2026.
  • MRA Advisory Group bought 5,721 Walmart Inc shares in Q2 2026, an estimated $710K.
  • Walmart Inc made up 0.82% of MRA Advisory Group's portfolio in Q2 2026, its #26 holding.
  • MRA Advisory Group first reported a position in Walmart Inc in Q4 2020 and has held it in 18 quarters since.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.