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 Q2	–	Sell	-8,000	Closed	-$994K	–	78
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Monetta Financial Services's WMT Position: Q2 2026 in Review

Monetta Financial Services sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 8,000 shares — an estimated $994K sold.

Monetta Financial Services first reported a position in WMT in Q1 2016 and held it in 20 quarters. The position peaked at $3.47M in Q4 2017. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Monetta Financial Services reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Monetta Financial Services sold 8,000 Walmart Inc shares in Q2 2026, an estimated $994K.
Monetta Financial Services first reported a position in Walmart Inc in Q1 2016 and held it in 20 quarters.
Monetta Financial Services's Walmart Inc position peaked at $3.47M in Q4 2017.
4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Monetta Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.