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McElhenny Sheffield Capital Management’s Walmart Inc WMT Stock Holding History

McElhenny Sheffield Capital 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 		$2.08M Sell
18,357
-535
-3% -$66.4K 0.51% 11
2026
Q1 		$2.35M Sell
18,892
-646
-3% -$79.3K 0.58% 12
2025
Q4 		$2.18M Buy
19,538
+141
+0.7% +$15.1K 0.53% 13
2025
Q3 		$2M Buy
19,397
+701
+4% +$69.8K 0.47% 15
2025
Q2 		$1.83M Sell
18,696
-1
-0% -$95 0.49% 15
2025
Q1 		$1.64M Sell
18,697
-106
-0.6% -$9.94K 0.62% 13
2024
Q4 		$1.7M Sell
18,803
-17
-0.1% -$1.48K 0.57% 15
2024
Q3 		$1.52M Sell
18,820
-174
-0.9% -$12.8K 0.5% 14
2024
Q2 		$1.29M Sell
18,994
-9,991
-34% -$629K 0.44% 17
2024
Q1 		$1.74M Buy
28,985
+10,001
+53% +$572K 0.62% 14
2023
Q4 		$998K Sell
18,984
-87
-0.5% -$4.6K 0.41% 22
2023
Q3 		$1.02M Sell
19,071
-6
-0% -$319 0.52% 17
2023
Q2 		$1,000K Sell
19,077
-78
-0.4% -$3.94K 0.43% 20
2023
Q1 		$941K Buy
19,155
+237
+1% +$11.2K 0.5% 28
2022
Q4 		$894K Hold
18,918
– – 0.41% 31
2022
Q3 		$818K Hold
18,918
– – 0.62% 31
2022
Q2 		$767K Hold
18,918
– – 0.36% 39
2022
Q1 		$939K Sell
18,918
-141
-0.7% -$6.62K 0.33% 40
2021
Q4 		$919K Sell
19,059
-24
-0.1% -$1.15K 0.34% 42
2021
Q3 		$887K Buy
+19,083
New +$919K 0.4% 35

Other funds holding WMT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

McElhenny Sheffield Capital Management's WMT Position: Q2 2026 in Review

McElhenny Sheffield Capital Management reduced its Walmart Inc (WMT) stake by 2.8% in Q2 2026, selling an estimated $66.4K and leaving 18,357 shares worth $2.08M. The position accounts for 0.51% of the portfolio, ranked #11.

McElhenny Sheffield Capital Management first reported a position in WMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.35M in Q1 2026. 1,651 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • McElhenny Sheffield Capital Management held 18,357 shares of Walmart Inc worth $2.08M as of Q2 2026.
  • McElhenny Sheffield Capital Management sold 535 Walmart Inc shares in Q2 2026, an estimated $66.4K.
  • Walmart Inc made up 0.51% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #11 holding.
  • McElhenny Sheffield Capital Management first reported a position in Walmart Inc in Q3 2021 and has held it in 20 quarters since.
  • McElhenny Sheffield Capital Management's Walmart Inc position peaked at $2.35M in Q1 2026.
  • 1,651 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.