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Mendel Money Management’s Walmart Inc WMT Stock Holding History

Mendel Money 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
Q1 		$2.65M Buy
21,337
+7,120
+50% +$874K 1.11% 30
2025
Q4 		$1.58M Buy
14,217
+4,143
+41% +$445K 0.66% 46
2025
Q3 		$1.04M Buy
10,074
+7,397
+276% +$736K 0.44% 66
2025
Q2 		$262K Sell
2,677
-50
-2% -$4.76K 0.12% 130
2025
Q1 		$239K Buy
2,727
+330
+14% +$31K 0.11% 130
2024
Q4 		$217K Buy
+2,397
New +$208K 0.1% 134
2022
Q2 		– Sell
-4,611
Closed -$229K – 126
2022
Q1 		$229K Buy
+4,611
New +$216K 0.11% 118

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mendel Money Management's WMT Position: Q1 2026 in Review

Mendel Money Management increased its Walmart Inc (WMT) stake by 50% in Q1 2026, buying an estimated $874K and bringing the position to 21,337 shares worth $2.65M. The position accounts for 1.11% of the portfolio, ranked #30.

Mendel Money Management first reported a position in WMT in Q1 2022 and has held it in 7 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mendel Money Management held 21,337 shares of Walmart Inc worth $2.65M as of Q1 2026.
  • Mendel Money Management bought 7,120 Walmart Inc shares in Q1 2026, an estimated $874K.
  • Walmart Inc made up 1.11% of Mendel Money Management's portfolio in Q1 2026, its #30 holding.
  • Mendel Money Management first reported a position in Walmart Inc in Q1 2022 and has held it in 7 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.