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Mader & Shannon Wealth Management’s Walmart Inc WMT Stock Holding History

Mader & Shannon Wealth 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 		$282K Buy
2,492
+24
+1% +$2.98K 0.13% 21
2026
Q1 		$307K Buy
2,468
+36
+1% +$4.42K 0.14% 20
2025
Q4 		$251K Hold
2,432
– – 0.12% 23
2025
Q3 		$251K Buy
2,432
+20
+0.8% +$1.99K 0.12% 23
2025
Q2 		$236K Sell
2,412
-482
-17% -$45.9K 0.13% 22
2025
Q1 		$254K Buy
2,894
+9
+0.3% +$844 0.15% 21
2024
Q4 		$261K Buy
+2,885
New +$250K 0.16% 21
2022
Q3 		– Sell
-123,003
Closed -$4.99M – 22
2022
Q2 		$4.99M Sell
123,003
-1,902
-2% -$87.7K 2.98% 14
2022
Q1 		$6.2M Buy
124,905
+26,496
+27% +$1.24M 3.37% 14
2021
Q4 		$4.75M Buy
98,409
+1,128
+1% +$53.9K 2.63% 16
2021
Q3 		$4.52M Sell
97,281
-102
-0.1% -$4.91K 2.89% 16
2021
Q2 		$4.58M Buy
97,383
+2,715
+3% +$126K 2.36% 22
2021
Q1 		$4.29M Sell
94,668
-44,682
-32% -$2.07M 2.51% 20
2020
Q4 		$6.7M Buy
139,350
+6,636
+5% +$322K 4.44% 5
2020
Q3 		$6.19M Buy
132,714
+1,779
+1% +$79.1K 4.84% 7
2020
Q2 		$5.23M Buy
130,935
+3,939
+3% +$162K 4.26% 7
2020
Q1 		$4.81M Sell
126,996
-2,742
-2% -$105K 4.26% 7
2019
Q4 		$5.14M Buy
129,738
+6,141
+5% +$244K 4.14% 7
2019
Q3 		$4.89M Sell
123,597
-4,515
-4% -$170K 3.87% 8
2019
Q2 		$4.72M Sell
128,112
-3,888
-3% -$134K 4.01% 6
2019
Q1 		$4.29M Buy
132,000
+6,696
+5% +$217K 3.85% 6
2018
Q4 		$3.89M Sell
125,304
-45
-0% -$1.44K 3.17% 7
2018
Q3 		$3.92M Sell
125,349
-10,965
-8% -$335K 3.04% 8
2018
Q2 		$3.89M Buy
+136,314
New +$3.88M 4.7% 5

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

Mader & Shannon Wealth Management's WMT Position: Q2 2026 in Review

Mader & Shannon Wealth Management increased its Walmart Inc (WMT) stake by 0.97% in Q2 2026, buying an estimated $2.98K and bringing the position to 2,492 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #21.

Mader & Shannon Wealth Management first reported a position in WMT in Q2 2018 and has held it in 24 quarters since. The position peaked at $6.7M in Q4 2020. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mader & Shannon Wealth Management held 2,492 shares of Walmart Inc worth $282K as of Q2 2026.
  • Mader & Shannon Wealth Management bought 24 Walmart Inc shares in Q2 2026, an estimated $2.98K.
  • Walmart Inc made up 0.13% of Mader & Shannon Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Mader & Shannon Wealth Management first reported a position in Walmart Inc in Q2 2018 and has held it in 24 quarters since.
  • Mader & Shannon Wealth Management's Walmart Inc position peaked at $6.7M in Q4 2020.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.