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Mattern Wealth Management’s Walmart Inc WMT Stock Holding History

Mattern 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 		$4.5M Buy
39,744
+1,641
+4% +$204K 0.74% 27
2026
Q1 		$4.74M Sell
38,103
-546
-1% -$67K 0.92% 23
2025
Q4 		$4.31M Sell
38,649
-1,082
-3% -$116K 0.83% 24
2025
Q3 		$4.09M Sell
39,731
-1,632
-4% -$162K 0.82% 26
2025
Q2 		$4.04M Sell
41,363
-9,963
-19% -$949K 0.84% 23
2025
Q1 		$4.51M Buy
51,326
+2,613
+5% +$245K 1% 21
2024
Q4 		$4.4M Sell
48,713
-5,910
-11% -$513K 0.97% 23
2024
Q3 		$4.41M Sell
54,623
-125
-0.2% -$9.18K 0.97% 20
2024
Q2 		$3.71M Sell
54,748
-2,236
-4% -$141K 0.89% 26
2024
Q1 		$3.43M Buy
56,984
+1,946
+4% +$111K 0.83% 32
2023
Q4 		$2.89M Buy
55,038
+1,386
+3% +$73.3K 0.74% 36
2023
Q3 		$2.86M Sell
53,652
-10,008
-16% -$533K 0.84% 30
2023
Q2 		$3.34M Buy
63,660
+5,988
+10% +$302K 0.97% 23
2023
Q1 		$2.83M Buy
57,672
+477
+0.8% +$22.6K 0.94% 25
2022
Q4 		$2.7M Buy
57,195
+615
+1% +$29.2K 1.09% 25
2022
Q3 		$2.45M Buy
56,580
+1,353
+2% +$59.3K 0.98% 26
2022
Q2 		$2.24M Sell
55,227
-1,683
-3% -$77.6K 0.88% 31
2022
Q1 		$2.83M Buy
56,910
+6,771
+14% +$318K 0.93% 33
2021
Q4 		$2.42M Sell
50,139
-4,473
-8% -$214K 0.71% 36
2021
Q3 		$2.54M Buy
54,612
+663
+1% +$31.9K 0.85% 31
2021
Q2 		$2.55M Sell
53,949
-216
-0.4% -$10.1K 0.81% 33
2021
Q1 		$2.45M Sell
54,165
-924
-2% -$42.8K 0.86% 31
2020
Q4 		$2.65M Buy
55,089
+714
+1% +$34.7K 1% 26
2020
Q3 		$2.54M Sell
54,375
-4,563
-8% -$203K 1.09% 28
2020
Q2 		$2.35M Buy
58,938
+2,430
+4% +$100K 1.14% 25
2020
Q1 		$2.14M Buy
56,508
+2,646
+5% +$102K 1.54% 16
2019
Q4 		$2.13M Buy
+53,862
New +$2.14M 1.28% 23

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mattern Wealth Management's WMT Position: Q2 2026 in Review

Mattern Wealth Management increased its Walmart Inc (WMT) stake by 4.3% in Q2 2026, buying an estimated $204K and bringing the position to 39,744 shares worth $4.5M. The position accounts for 0.74% of the portfolio, ranked #27.

Mattern Wealth Management first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.74M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mattern Wealth Management held 39,744 shares of Walmart Inc worth $4.5M as of Q2 2026.
  • Mattern Wealth Management bought 1,641 Walmart Inc shares in Q2 2026, an estimated $204K.
  • Walmart Inc made up 0.74% of Mattern Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Mattern Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Walmart Inc position peaked at $4.74M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.