MWA Asset Management’s Walmart Inc WMT Stock Holding History

MWA Asset 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	$1.86M	Sell	16,446 -142	-0.9%	-$17.6K	0.84%	33
2026 Q1	$2.06M	Sell	16,588 -403	-2%	-$49.5K	1.13%	26
2025 Q4	$1.89M	Sell	16,991 -1,262	-7%	-$136K	1.05%	27
2025 Q3	$1.88M	Sell	18,253 -540	-3%	-$53.8K	1.04%	29
2025 Q2	$1.84M	Sell	18,793 -203	-1%	-$19.3K	1.12%	29
2025 Q1	$1.67M	Buy	18,996 +600	+3%	+$56.3K	1.16%	27
2024 Q4	$1.66M	Buy	18,396 +435	+2%	+$37.7K	1.11%	29
2024 Q3	$1.45M	Buy	17,961 +231	+1%	+$17K	0.96%	31
2024 Q2	$1.2M	Sell	17,730 -39	-0.2%	-$2.46K	0.86%	40
2024 Q1	$1.07M	Buy	17,769 +729	+4%	+$41.7K	0.77%	41
2023 Q4	$896K	Sell	17,040 -1,566	-8%	-$82.9K	0.74%	46
2023 Q3	$992K	Buy	+18,606	New	+$990K	0.96%	34

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA Asset Management's WMT Position: Q2 2026 in Review

MWA Asset Management reduced its Walmart Inc (WMT) stake by 0.86% in Q2 2026, selling an estimated $17.6K and leaving 16,446 shares worth $1.86M. The position accounts for 0.84% of the portfolio, ranked #33.

MWA Asset Management first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

MWA Asset Management held 16,446 shares of Walmart Inc worth $1.86M as of Q2 2026.
MWA Asset Management sold 142 Walmart Inc shares in Q2 2026, an estimated $17.6K.
Walmart Inc made up 0.84% of MWA Asset Management's portfolio in Q2 2026, its #33 holding.
MWA Asset Management first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
MWA Asset Management's Walmart Inc position peaked at $2.06M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.