Mendota Financial Group’s Walmart Inc WMT Stock Holding History

Mendota 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
2024 Q4	–	Sell	-8	Closed	-$646	–	1168
2024 Q3	$646	Buy	+8	New	+$588	﹤0.01%	365
2024 Q1	–	Sell	-18	Closed	-$946	–	392
2023 Q4	$946	Hold	18	–	–	﹤0.01%	337
2023 Q3	$960	Buy	18 +9	+100%	+$479	﹤0.01%	267
2023 Q2	$472	Sell	9 -18	-67%	-$908	﹤0.01%	278
2023 Q1	$1.34K	Buy	27 +12	+80%	+$570	﹤0.01%	283
2022 Q4	$709	Buy	+15	New	+$712	﹤0.01%	284

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mendota Financial Group's WMT Position: Q4 2024 in Review

Mendota Financial Group sold out of Walmart Inc (WMT) in Q4 2024, closing a stake of 8 shares — an estimated $646 sold.

Mendota Financial Group first reported a position in WMT in Q4 2022 and held it in 6 quarters. The position peaked at $1.34K in Q1 2023. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Mendota Financial Group reported no remaining Walmart Inc position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 8 Walmart Inc shares in Q4 2024, an estimated $646.
Mendota Financial Group first reported a position in Walmart Inc in Q4 2022 and held it in 6 quarters.
Mendota Financial Group's Walmart Inc position peaked at $1.34K in Q1 2023.
3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.