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Menard Financial Group’s Walmart Inc WMT Stock Holding History

Menard Financial Group’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 		$439K Sell
3,875
-390
-9% -$48.4K 0.24% 65
2026
Q1 		$530K Buy
4,265
+5
+0.1% +$614 0.37% 56
2025
Q4 		$475K Buy
4,260
+2,020
+90% +$217K 0.33% 57
2025
Q3 		$231K Hold
2,240
– – 0.16% 79
2025
Q2 		$219K Hold
2,240
– – 0.13% 89
2025
Q1 		$221K Buy
2,240
+327
+17% +$30.7K 0.15% 92
2024
Q4 		$173K Buy
+1,913
New +$166K 0.1% 111
2024
Q1 		– Sell
-14,082
Closed -$740K – 112
2023
Q4 		$740K Sell
14,082
-4,674
-25% -$247K 0.92% 25
2023
Q3 		$1,000K Buy
+18,756
New +$998K 1.45% 16
2021
Q4 		– Sell
-5,133
Closed -$238K – 170
2021
Q3 		$238K Sell
5,133
-15,546
-75% -$749K 0.21% 140
2021
Q2 		$972K Buy
20,679
+60
+0.3% +$2.79K 0.92% 22
2021
Q1 		$934K Sell
20,619
-4,959
-19% -$230K 1% 23
2020
Q4 		$1.23M Sell
25,578
-33
-0.1% -$1.6K 1.32% 19
2020
Q3 		$1.2M Buy
25,611
+1,452
+6% +$64.6K 1.38% 19
2020
Q2 		$964K Buy
+24,159
New +$994K 1.21% 15
2020
Q1 		– Sell
-21,996
Closed -$871K – 120
2019
Q4 		$871K Buy
+21,996
New +$873K 0.84% 37

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

Menard Financial Group's WMT Position: Q2 2026 in Review

Menard Financial Group reduced its Walmart Inc (WMT) stake by 9.1% in Q2 2026, selling an estimated $48.4K and leaving 3,875 shares worth $439K. The position accounts for 0.24% of the portfolio, ranked #65.

Menard Financial Group first reported a position in WMT in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2020. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Menard Financial Group held 3,875 shares of Walmart Inc worth $439K as of Q2 2026.
  • Menard Financial Group sold 390 Walmart Inc shares in Q2 2026, an estimated $48.4K.
  • Walmart Inc made up 0.24% of Menard Financial Group's portfolio in Q2 2026, its #65 holding.
  • Menard Financial Group first reported a position in Walmart Inc in Q4 2019 and has held it in 16 quarters since.
  • Menard Financial Group's Walmart Inc position peaked at $1.23M in Q4 2020.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.