Monetary Management Group’s Walmart Inc WMT Stock Holding History

Monetary Management 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
2026 Q1	$3.33M	Sell	26,783 -1,675	-6%	-$206K	0.79%	26
2025 Q4	$3.17M	Sell	28,458 -5,100	-15%	-$548K	0.73%	26
2025 Q3	$3.46M	Sell	33,558 -925	-3%	-$92.1K	0.79%	25
2025 Q2	$3.37M	Sell	34,483 -1,500	-4%	-$143K	0.83%	22
2025 Q1	$3.16M	Sell	35,983 -125	-0.3%	-$11.7K	0.85%	25
2024 Q4	$3.26M	Sell	36,108 -600	-2%	-$52.1K	0.85%	22
2024 Q3	$2.96M	Sell	36,708 -2,000	-5%	-$147K	0.76%	25
2024 Q2	$2.62M	Sell	38,708 -121	-0.3%	-$7.62K	0.69%	29
2024 Q1	$2.34M	Buy	38,829 +2,571	+7%	+$147K	0.65%	36
2023 Q4	$1.91M	Hold	36,258	–	–	0.59%	40
2023 Q3	$1.93M	Sell	36,258 -300	-0.8%	-$16K	0.64%	37
2023 Q2	$1.92M	Buy	36,558 +300	+0.8%	+$15.1K	0.59%	42
2023 Q1	$1.78M	Hold	36,258	–	–	0.52%	47
2022 Q4	$1.71M	Sell	36,258 -1,650	-4%	-$78.4K	0.54%	48
2022 Q3	$1.64M	Buy	37,908 +1,950	+5%	+$85.4K	0.54%	46
2022 Q2	$1.46M	Buy	35,958 +225	+0.6%	+$10.4K	0.46%	57
2022 Q1	$1.77M	Buy	35,733 +750	+2%	+$35.2K	0.47%	51
2021 Q4	$1.69M	Buy	34,983 +2,100	+6%	+$100K	0.42%	58
2021 Q3	$1.53M	Buy	32,883 +7,725	+31%	+$372K	0.42%	62
2021 Q2	$1.18M	Hold	25,158	–	–	0.36%	66
2021 Q1	$1.14M	Buy	25,158 +1,500	+6%	+$69.5K	0.36%	71
2020 Q4	$1.14M	Hold	23,658	–	–	0.37%	64
2020 Q3	$1.1M	Buy	23,658 +2,775	+13%	+$123K	0.39%	65
2020 Q2	$834K	Buy	20,883 +1,875	+10%	+$77.1K	0.32%	77
2020 Q1	$720K	Sell	19,008 -1,125	-6%	-$43.3K	0.32%	74
2019 Q4	$798K	Sell	20,133 -417	-2%	-$16.6K	0.29%	87
2019 Q3	$813K	Buy	20,550 +750	+4%	+$28.3K	0.31%	86
2019 Q2	$729K	Sell	19,800 -750	-4%	-$25.8K	0.28%	96
2019 Q1	$668K	Hold	20,550	–	–	0.26%	97
2018 Q4	$638K	Sell	20,550 -750	-4%	-$24K	0.29%	87
2018 Q3	$667K	Hold	21,300	–	–	0.25%	90
2018 Q2	$608K	Buy	21,300 +750	+4%	+$21.3K	0.25%	93
2018 Q1	$609K	Sell	20,550 -3,000	-13%	-$96.5K	0.25%	88
2017 Q4	$775K	Buy	23,550 +600	+3%	+$18.4K	0.31%	73
2017 Q3	$598K	Buy	22,950 +4,125	+22%	+$108K	0.25%	87
2017 Q2	$475K	Sell	18,825 -375	-2%	-$9.52K	0.19%	106
2017 Q1	$461K	Buy	19,200 +1,500	+8%	+$34.5K	0.2%	93
2016 Q4	$408K	Buy	17,700 +3,900	+28%	+$91K	0.19%	102
2016 Q3	$332K	Hold	13,800	–	–	0.15%	115
2016 Q2	$336K	Sell	13,800 -4,875	-26%	-$113K	0.16%	116
2016 Q1	$426K	Buy	18,675 +3,000	+19%	+$65.8K	0.21%	96
2015 Q4	$320K	Buy	15,675 +750	+5%	+$15K	0.15%	116
2015 Q3	$323K	Buy	14,925 +4,500	+43%	+$103K	0.16%	118
2015 Q2	$246K	Hold	10,425	–	–	0.11%	138
2015 Q1	$286K	Hold	10,425	–	–	0.13%	128
2014 Q4	$298K	Sell	10,425 -300	-3%	-$8.11K	0.13%	131
2014 Q3	$273K	Sell	10,725 -300	-3%	-$7.58K	0.13%	139
2014 Q2	$276K	Sell	11,025 -300	-3%	-$7.71K	0.13%	138
2014 Q1	$289K	Sell	11,325 -600	-5%	-$15.1K	0.13%	127
2013 Q4	$313K	Sell	11,925 -375	-3%	-$9.68K	0.15%	123
2013 Q3	$303K	Sell	12,300 -6,000	-33%	-$151K	0.16%	123
2013 Q2	$454K	Buy	+18,300	New	+$469K	0.25%	105

Other funds holding WMT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Monetary Management Group's WMT Position: Q1 2026 in Review

Monetary Management Group reduced its Walmart Inc (WMT) stake by 5.9% in Q1 2026, selling an estimated $206K and leaving 26,783 shares worth $3.33M. The position accounts for 0.79% of the portfolio, ranked #26.

Monetary Management Group first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.46M in Q3 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Monetary Management Group held 26,783 shares of Walmart Inc worth $3.33M as of Q1 2026.
Monetary Management Group sold 1,675 Walmart Inc shares in Q1 2026, an estimated $206K.
Walmart Inc made up 0.79% of Monetary Management Group's portfolio in Q1 2026, its #26 holding.
Monetary Management Group first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
Monetary Management Group's Walmart Inc position peaked at $3.46M in Q3 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.