Merrion Investment Management’s Walmart Inc WMT Stock Holding History

Merrion Investment 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	$566K	Hold	5,000	–	–	0.27%	72
2026 Q1	$621K	Hold	5,000	–	–	0.33%	62
2025 Q4	$558K	Hold	5,000	–	–	0.3%	65
2025 Q3	$515K	Hold	5,000	–	–	0.3%	63
2025 Q2	$489K	Hold	5,000	–	–	0.32%	62
2025 Q1	$439K	Buy	5,000 +1,500	+43%	+$141K	0.32%	68
2024 Q4	$317K	Hold	3,500	–	–	0.22%	81
2024 Q3	$283K	Buy	3,500 +500	+17%	+$36.7K	0.19%	89
2024 Q2	$203K	Buy	+3,000	New	+$189K	0.14%	96
2024 Q1	–	Sell	-4,500	Closed	-$237K	–	100
2023 Q4	$237K	Hold	4,500	–	–	0.19%	86
2023 Q3	$240K	Hold	4,500	–	–	0.21%	81
2023 Q2	$236K	Hold	4,500	–	–	0.2%	85
2023 Q1	$221K	Hold	4,500	–	–	0.21%	83
2022 Q4	$214K	Buy	+4,500	New	+$214K	0.2%	80
2022 Q3	–	Sell	-5,250	Closed	-$213K	–	93
2022 Q2	$213K	Hold	5,250	–	–	0.21%	84
2022 Q1	$260K	Buy	+5,250	New	+$246K	0.19%	85
2021 Q2	–	Sell	-5,400	Closed	-$244K	–	95
2021 Q1	$244K	Buy	5,400 +900	+20%	+$41.7K	0.2%	77
2020 Q4	$216K	Buy	+4,500	New	+$219K	0.18%	81

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Merrion Investment Management's WMT Position: Q2 2026 in Review

Merrion Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 5,000 shares worth $566K. The position accounts for 0.27% of the portfolio, ranked #72.

Merrion Investment Management first reported a position in WMT in Q4 2020 and has held it in 18 quarters since. The position peaked at $621K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Merrion Investment Management held 5,000 shares of Walmart Inc worth $566K as of Q2 2026.
Merrion Investment Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.27% of Merrion Investment Management's portfolio in Q2 2026, its #72 holding.
Merrion Investment Management first reported a position in Walmart Inc in Q4 2020 and has held it in 18 quarters since.
Merrion Investment Management's Walmart Inc position peaked at $621K in Q1 2026.
1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.