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William Mack & Associates’s Walmart Inc WMT Stock Holding History

William Mack & Associates’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 		$275K Buy
+2,424
New +$301K 0.1% 90
2026
Q1 		– Sell
-1,960
Closed -$218K – 93
2025
Q4 		$218K Hold
1,960
– – 0.1% 83
2025
Q3 		$202K Buy
+1,960
New +$195K 0.11% 86

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

William Mack & Associates's WMT Position: Q2 2026 in Review

William Mack & Associates opened a new position in Walmart Inc (WMT) in Q2 2026: 2,424 shares worth $275K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings. This is a return to the name: William Mack & Associates previously reported a position in WMT as recently as Q4 2025.

William Mack & Associates first reported a position in WMT in Q3 2025 and has held it in 3 quarters since. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • William Mack & Associates held 2,424 shares of Walmart Inc worth $275K as of Q2 2026.
  • Walmart Inc was a new William Mack & Associates position in Q2 2026.
  • Walmart Inc made up 0.1% of William Mack & Associates's portfolio in Q2 2026, its #90 holding.
  • William Mack & Associates first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.