Monetta Financial Services’s Walmart Inc WMT Stock Holding History

Monetta Financial Services’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	$994K	Sell	8,000 -1,000	-11%	-$123K	0.77%	51
2025 Q4	$1M	Sell	9,000 -6,000	-40%	-$644K	0.72%	52
2025 Q3	$1.55M	Hold	15,000	–	–	1.08%	23
2025 Q2	$1.47M	Hold	15,000	–	–	1.07%	24
2025 Q1	$1.32M	Hold	15,000	–	–	1.17%	19
2024 Q4	$1.36M	Hold	15,000	–	–	1.09%	20
2024 Q3	$1.21M	Hold	15,000	–	–	1.03%	19
2024 Q2	$1.02M	Hold	15,000	–	–	0.88%	28
2024 Q1	$903K	Hold	15,000	–	–	0.82%	35
2023 Q4	$788K	Sell	15,000 -3,000	-17%	-$159K	0.75%	44
2023 Q3	$960K	Buy	+18,000	New	+$958K	1.05%	21
2023 Q1	–	Sell	-18,000	Closed	-$851K	–	66
2022 Q4	$851K	Hold	18,000	–	–	0.98%	25
2022 Q3	$778K	Buy	+18,000	New	+$789K	0.89%	24
2020 Q1	–	Sell	-30,000	Closed	-$1.19M	–	50
2019 Q4	$1.19M	Buy	+30,000	New	+$1.19M	0.89%	25
2018 Q1	–	Sell	-105,000	Closed	-$3.47M	–	57
2017 Q4	$3.47M	Hold	105,000	–	–	1.8%	23
2017 Q3	$2.73M	Hold	105,000	–	–	1.48%	26
2017 Q2	$2.65M	Buy	+105,000	New	+$2.67M	1.49%	24
2016 Q4	–	Sell	-69,000	Closed	-$1.66M	–	79
2016 Q3	$1.66M	Hold	69,000	–	–	1.06%	34
2016 Q2	$1.68M	Sell	69,000 -21,000	-23%	-$486K	1.06%	35
2016 Q1	$2.06M	Buy	+90,000	New	+$1.97M	1.27%	26

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

Monetta Financial Services's WMT Position: Q1 2026 in Review

Monetta Financial Services reduced its Walmart Inc (WMT) stake by 11% in Q1 2026, selling an estimated $123K and leaving 8,000 shares worth $994K. The position accounts for 0.77% of the portfolio, ranked #51.

Monetta Financial Services first reported a position in WMT in Q1 2016 and has held it in 20 quarters since. The position peaked at $3.47M in Q4 2017. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Monetta Financial Services held 8,000 shares of Walmart Inc worth $994K as of Q1 2026.
Monetta Financial Services sold 1,000 Walmart Inc shares in Q1 2026, an estimated $123K.
Walmart Inc made up 0.77% of Monetta Financial Services's portfolio in Q1 2026, its #51 holding.
Monetta Financial Services first reported a position in Walmart Inc in Q1 2016 and has held it in 20 quarters since.
Monetta Financial Services's Walmart Inc position peaked at $3.47M in Q4 2017.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Monetta Financial Services's 13F filing for Q1 2026, filed 13 May 2026.