MCA
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MSH Capital Advisors’s Walmart Inc WMT Stock Holding History

MSH Capital Advisors’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 		$2.76M Buy
22,184
+402
+2% +$49.4K 0.58% 45
2025
Q4 		$2.43M Buy
21,782
+5,999
+38% +$644K 0.52% 54
2025
Q3 		$1.63M Buy
15,783
+1,221
+8% +$122K 0.44% 68
2025
Q2 		$1.42M Sell
14,562
-285
-2% -$27.2K 0.41% 73
2025
Q1 		$1.3M Sell
14,847
-98
-0.7% -$9.19K 0.4% 72
2024
Q4 		$1.35M Sell
14,945
-16,132
-52% -$1.4M 0.43% 68
2024
Q3 		$2.51M Sell
31,077
-621
-2% -$45.6K 0.77% 35
2024
Q2 		$2.15M Sell
31,698
-533
-2% -$33.6K 0.72% 42
2024
Q1 		$1.94M Sell
32,231
-16,501
-34% -$944K 0.68% 48
2023
Q4 		$2.56M Sell
48,732
-1,074
-2% -$56.8K 0.96% 27
2023
Q3 		$2.66M Sell
49,806
-1,167
-2% -$62.1K 1.04% 24
2023
Q2 		$2.67M Buy
50,973
+9,759
+24% +$492K 0.98% 26
2023
Q1 		$2.03M Sell
41,214
-177
-0.4% -$8.4K 0.87% 36
2022
Q4 		$1.96M Sell
41,391
-3,117
-7% -$148K 0.88% 33
2022
Q3 		$1.92M Buy
44,508
+9
+0% +$394 0.95% 29
2022
Q2 		$1.8M Buy
44,499
+474
+1% +$21.9K 0.84% 37
2022
Q1 		$2.19M Buy
44,025
+2,400
+6% +$113K 0.9% 31
2021
Q4 		$2.01M Buy
+41,625
New +$1.99M 0.9% 35

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

MSH Capital Advisors's WMT Position: Q1 2026 in Review

MSH Capital Advisors increased its Walmart Inc (WMT) stake by 1.8% in Q1 2026, buying an estimated $49.4K and bringing the position to 22,184 shares worth $2.76M. The position accounts for 0.58% of the portfolio, ranked #45.

MSH Capital Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • MSH Capital Advisors held 22,184 shares of Walmart Inc worth $2.76M as of Q1 2026.
  • MSH Capital Advisors bought 402 Walmart Inc shares in Q1 2026, an estimated $49.4K.
  • Walmart Inc made up 0.58% of MSH Capital Advisors's portfolio in Q1 2026, its #45 holding.
  • MSH Capital Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.