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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
Q2 		$3.63M Buy
32,020
+10,683
+50% +$1.33M 1.33% 29
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 $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

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

Mendel Money Management increased its Walmart Inc (WMT) stake by 50% in Q2 2026, buying an estimated $1.33M and bringing the position to 32,020 shares worth $3.63M. The position accounts for 1.33% of the portfolio, ranked #29.

Mendel Money Management first reported a position in WMT in Q1 2022 and has held it in 8 quarters since. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mendel Money Management held 32,020 shares of Walmart Inc worth $3.63M as of Q2 2026.
  • Mendel Money Management bought 10,683 Walmart Inc shares in Q2 2026, an estimated $1.33M.
  • Walmart Inc made up 1.33% of Mendel Money Management's portfolio in Q2 2026, its #29 holding.
  • Mendel Money Management first reported a position in Walmart Inc in Q1 2022 and has held it in 8 quarters since.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.