A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 13,507 shares of WMT stock, worth $1.39 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
13,507
Previous 9,925 36.09%
Holding current value
$1.39 Million
Previous $971 Million 43.44%
% of portfolio
2.39%
Previous 1.47%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$94.4 - $104.27 $338,140 - $373,495
3,582 Added 36.09%
13,507 $1.39 Billion
Q4 2024

Feb 10, 2025

BUY
$79.1 - $95.7 $46,510 - $56,271
588 Added 6.3%
9,925 $897 Million
Q3 2024

Oct 22, 2024

SELL
$66.91 - $81.4 $23,284 - $28,327
-348 Reduced 3.59%
9,337 $754 Million
Q2 2024

Aug 14, 2024

BUY
$58.85 - $68.9 $2,824 - $3,307
48 Added 0.5%
9,685 $656 Million
Q1 2024

May 14, 2024

BUY
$58.61 - $175.86 $388,994 - $1.17 Million
6,637 Added 221.23%
9,637 $580 Million
Q4 2023

May 14, 2024

BUY
$150.86 - $169.78 $452,580 - $509,340
3,000 New
3,000 $473 Million

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $279B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
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