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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
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 $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

MTM Investment Management's WMT Position: Q1 2026 in Review

MTM Investment Management reduced its Walmart Inc (WMT) stake by 1% in Q1 2026, selling an estimated $37.3K and leaving 29,453 shares worth $3.66M. The position accounts for 1.16% of the portfolio, ranked #20.

MTM Investment Management first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • MTM Investment Management held 29,453 shares of Walmart Inc worth $3.66M as of Q1 2026.
  • MTM Investment Management sold 304 Walmart Inc shares in Q1 2026, an estimated $37.3K.
  • Walmart Inc made up 1.16% of MTM Investment Management's portfolio in Q1 2026, its #20 holding.
  • MTM Investment Management first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.