Massachusetts Wealth Management / WMT
Massachusetts Wealth Management’s Walmart Inc Position
Does Massachusetts Wealth Management own Walmart Inc (WMT)? Yes — 30.7K shares worth $4M (+1.66% of its 13F portfolio) as of Q1 2026, up from 30.4K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
30.7K
% of Portfolio
+1.66%
Quarters Held
14
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 30.7K | $4M | +1.66% |
| Q4 2025 | 30.4K | $3M | +1.58% |
| Q3 2025 | 29.7K | $3M | +1.52% |
| Q2 2025 | 28.5K | $3M | +1.57% |
| Q1 2025 | 27.6K | $2M | +1.66% |
| Q4 2024 | 27.6K | $2M | +1.54% |
| Q3 2024 | 26.8K | $2M | +1.36% |
| Q2 2024 | 24.7K | $2M | +1.12% |
| Q1 2024 | 23.7K | $1M | +1.00% |
| Q4 2023 | 6.6K | $1M | +0.85% |
| Q3 2023 | 5.8K | $919,757 | +0.84% |
| Q2 2023 | 5.4K | $848,929 | +0.81% |
| Q1 2023 | 4.7K | $685,790 | +0.71% |
| Q4 2022 | 4.7K | $669,139 | +0.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of WMT.