Aull & Monroe Investment Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
9,945
+156
| +2% | +$19.4K | 0.47% | 55 |
|
|
2026
Q1 | $1.22M | Buy |
9,789
+5
| +0.1% | +$614 | 0.57% | 52 |
|
|
2025
Q4 | $1.09M | Buy |
9,784
+150
| +2% | +$16.1K | 0.55% | 52 |
|
|
2025
Q3 | $993K | Buy |
9,634
+157
| +2% | +$15.6K | 0.51% | 53 |
|
|
2025
Q2 | $927K | Sell |
9,477
-4
| -0% | -$381 | 0.5% | 56 |
|
|
2025
Q1 | $832K | Buy |
9,481
+940
| +11% | +$88.2K | 0.41% | 56 |
|
|
2024
Q4 | $772K | Sell |
8,541
-600
| -7% | -$52.1K | 0.39% | 59 |
|
|
2024
Q3 | $738K | Buy |
9,141
+1
| +0% | +$73 | 0.34% | 67 |
|
|
2024
Q2 | $619K | Buy |
9,140
+219
| +2% | +$13.8K | 0.3% | 72 |
|
|
2024
Q1 | $537K | Sell |
8,921
-1
| -0% | -$57 | 0.25% | 83 |
|
|
2023
Q4 | $469K | Hold |
8,922
| – | – | 0.23% | 84 |
|
|
2023
Q3 | $476K | Hold |
8,922
| – | – | 0.25% | 83 |
|
|
2023
Q2 | $467K | Buy |
8,922
+3
| +0% | +$151 | 0.24% | 84 |
|
|
2023
Q1 | $438K | Buy |
8,919
+2,400
| +37% | +$114K | 0.22% | 86 |
|
|
2022
Q4 | $308K | Hold |
6,519
| – | – | 0.15% | 102 |
|
|
2022
Q3 | $282K | Hold |
6,519
| – | – | 0.15% | 106 |
|
|
2022
Q2 | $264K | Hold |
6,519
| – | – | 0.13% | 114 |
|
|
2022
Q1 | $323K | Buy |
6,519
+9
| +0.1% | +$423 | 0.15% | 110 |
|
|
2021
Q4 | $314K | Buy |
6,510
+150
| +2% | +$7.16K | 0.14% | 114 |
|
|
2021
Q3 | $295K | Sell |
6,360
-333
| -5% | -$16K | 0.15% | 114 |
|
|
2021
Q2 | $315K | Sell |
6,693
-300
| -4% | -$14K | 0.15% | 112 |
|
|
2021
Q1 | $316K | Sell |
6,993
-87
| -1% | -$4.03K | 0.15% | 107 |
|
|
2020
Q4 | $340K | Sell |
7,080
-123
| -2% | -$5.97K | 0.18% | 103 |
|
|
2020
Q3 | $336K | Hold |
7,203
| – | – | 0.2% | 96 |
|
|
2020
Q2 | $287K | Buy |
7,203
+123
| +2% | +$5.06K | 0.18% | 107 |
|
|
2020
Q1 | $268K | Buy |
7,080
+12
| +0.2% | +$462 | 0.18% | 101 |
|
|
2019
Q4 | $280K | Buy |
7,068
+69
| +1% | +$2.74K | 0.14% | 113 |
|
|
2019
Q3 | $277K | Hold |
6,999
| – | – | 0.15% | 111 |
|
|
2019
Q2 | $258K | Sell |
6,999
-300
| -4% | -$10.3K | 0.14% | 115 |
|
|
2019
Q1 | $237K | Hold |
7,299
| – | – | 0.13% | 119 |
|
|
2018
Q4 | $226K | Hold |
7,299
| – | – | 0.13% | 117 |
|
|
2018
Q3 | $229K | Hold |
7,299
| – | – | 0.11% | 124 |
|
|
2018
Q2 | $208K | Hold |
7,299
| – | – | 0.11% | 129 |
|
|
2018
Q1 | $217K | Buy |
+7,299
| New | +$235K | 0.11% | 127 |
|
|
2015
Q2 | – | Sell |
-8,040
| Closed | -$220K | – | 126 |
|
|
2015
Q1 | $220K | Buy |
8,040
+300
| +4% | +$8.51K | 0.12% | 115 |
|
|
2014
Q4 | $222K | Sell |
7,740
-405
| -5% | -$10.9K | 0.12% | 116 |
|
|
2014
Q3 | $207K | Sell |
8,145
-582
| -7% | -$14.7K | 0.11% | 111 |
|
|
2014
Q2 | $218K | Sell |
8,727
-57
| -0.6% | -$1.46K | 0.12% | 112 |
|
|
2014
Q1 | $224K | Sell |
8,784
-102
| -1% | -$2.56K | 0.13% | 108 |
|
|
2013
Q4 | $234K | Hold |
8,886
| – | – | 0.14% | 106 |
|
|
2013
Q3 | $219K | Hold |
8,886
| – | – | 0.14% | 103 |
|
|
2013
Q2 | $221K | Buy |
+8,886
| New | +$228K | 0.15% | 99 |
|
Other funds holding WMT
Aull & Monroe Investment Management's WMT Position: Q2 2026 in Review
Aull & Monroe Investment Management increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $19.4K and bringing the position to 9,945 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #55.
Aull & Monroe Investment Management first reported a position in WMT in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.22M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Aull & Monroe Investment Management held 9,945 shares of Walmart Inc worth $1.13M as of Q2 2026.
- Aull & Monroe Investment Management bought 156 Walmart Inc shares in Q2 2026, an estimated $19.4K.
- Walmart Inc made up 0.47% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #55 holding.
- Aull & Monroe Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 42 quarters since.
- Aull & Monroe Investment Management's Walmart Inc position peaked at $1.22M in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.