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Mendel Capital Management’s Walmart Inc WMT Stock Holding History

Mendel 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 		$6.05M Buy
53,450
+21
+0% +$2.61K 2.72% 8
2026
Q1 		$6.64M Buy
+53,429
New +$6.56M 3.34% 7
2025
Q3 		$5.49M Buy
53,230
+227
+0.4% +$22.6K 2.88% 8
2025
Q2 		$5.18M Sell
53,003
-268
-0.5% -$25.5K 2.95% 8
2025
Q1 		$4.68M Buy
53,271
+899
+2% +$84.3K 2.83% 8
2024
Q4 		$4.73M Sell
52,372
-118
-0.2% -$10.2K 2.87% 8
2024
Q3 		$4.24M Sell
52,490
-1,177
-2% -$86.4K 2.6% 9
2024
Q2 		$3.63M Sell
53,667
-486
-0.9% -$30.6K 2.35% 9
2024
Q1 		$3.26M Sell
54,153
-1,014
-2% -$58K 2.16% 9
2023
Q4 		$2.9M Buy
55,167
+903
+2% +$47.8K 2.08% 9
2023
Q3 		$2.89M Sell
54,264
-345
-0.6% -$18.4K 2.38% 9
2023
Q2 		$2.86M Buy
54,609
+132
+0.2% +$6.66K 2.29% 9
2023
Q1 		$2.68M Buy
54,477
+465
+0.9% +$22.1K 2.42% 8
2022
Q4 		$2.55M Sell
54,012
-303
-0.6% -$14.4K 2.66% 8
2022
Q3 		$2.35M Buy
54,315
+1,533
+3% +$67.2K 2.76% 8
2022
Q2 		$2.14M Sell
52,782
-165
-0.3% -$7.61K 2.39% 8
2022
Q1 		$2.63M Buy
52,947
+753
+1% +$35.4K 2.49% 7
2021
Q4 		$2.52M Buy
+52,194
New +$2.49M 2.31% 7

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

Mendel Capital Management's WMT Position: Q2 2026 in Review

Mendel Capital Management increased its Walmart Inc (WMT) stake by 0.04% in Q2 2026, buying an estimated $2.61K and bringing the position to 53,450 shares worth $6.05M. The position accounts for 2.72% of the portfolio, ranked #8.

Mendel Capital Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.64M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mendel Capital Management held 53,450 shares of Walmart Inc worth $6.05M as of Q2 2026.
  • Mendel Capital Management bought 21 Walmart Inc shares in Q2 2026, an estimated $2.61K.
  • Walmart Inc made up 2.72% of Mendel Capital Management's portfolio in Q2 2026, its #8 holding.
  • Mendel Capital Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Mendel Capital Management's Walmart Inc position peaked at $6.64M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.