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MTM Investment Management’s Walmart Inc WMT Stock Holding History

MTM Investment Management’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 		$3.33M Sell
29,432
-21
-0.1% -$2.61K 0.95% 25
2026
Q1 		$3.66M Sell
29,453
-304
-1% -$37.3K 1.16% 20
2025
Q4 		$3.32M Sell
29,757
-744
-2% -$79.9K 1.06% 22
2025
Q3 		$3.14M Buy
30,501
+8
+0% +$796 1% 21
2025
Q2 		$2.98M Hold
30,493
– – 1% 23
2025
Q1 		$2.71M Sell
30,493
-856
-3% -$80.3K 1.05% 24
2024
Q4 		$2.83M Sell
31,349
-129
-0.4% -$11.2K 1.09% 23
2024
Q3 		$2.55M Sell
31,478
-17
-0.1% -$1.25K 0.99% 25
2024
Q2 		$2.13M Buy
31,495
+18
+0.1% +$1.13K 0.87% 30
2024
Q1 		$1.89M Buy
31,477
+193
+0.6% +$11K 0.78% 36
2023
Q4 		$1.64M Hold
31,284
– – 0.75% 37
2023
Q3 		$1.67M Buy
31,284
+9
+0% +$479 0.84% 32
2023
Q2 		$1.64M Buy
31,275
+18
+0.1% +$908 0.8% 32
2023
Q1 		$1.54M Sell
31,257
-1,746
-5% -$82.9K 0.79% 31
2022
Q4 		$1.56M Sell
33,003
-348
-1% -$16.5K 0.81% 31
2022
Q3 		$1.44M Sell
33,351
-4,200
-11% -$184K 0.82% 32
2022
Q2 		$1.53M Buy
37,551
+2,337
+7% +$108K 0.83% 35
2022
Q1 		$1.75M Sell
35,214
-162
-0.5% -$7.61K 0.85% 34
2021
Q4 		$1.71M Hold
35,376
– – 0.81% 34
2021
Q3 		$1.64M Sell
35,376
-2,502
-7% -$121K 0.89% 32
2021
Q2 		$1.78M Sell
37,878
-2,367
-6% -$110K 0.93% 30
2021
Q1 		$1.82M Buy
40,245
+447
+1% +$20.7K 1.03% 26
2020
Q4 		$1.91M Buy
+39,798
New +$1.93M 1.18% 21

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

MTM Investment Management's WMT Position: Q2 2026 in Review

MTM Investment Management reduced its Walmart Inc (WMT) stake by 0.07% in Q2 2026, selling an estimated $2.61K and leaving 29,432 shares worth $3.33M. The position accounts for 0.95% of the portfolio, ranked #25.

MTM Investment Management first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.66M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • MTM Investment Management held 29,432 shares of Walmart Inc worth $3.33M as of Q2 2026.
  • MTM Investment Management sold 21 Walmart Inc shares in Q2 2026, an estimated $2.61K.
  • Walmart Inc made up 0.95% of MTM Investment Management's portfolio in Q2 2026, its #25 holding.
  • MTM Investment Management first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's Walmart Inc position peaked at $3.66M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.