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Montchanin Asset Management’s Walmart Inc WMT Stock Holding History

Montchanin Asset 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 		$415K Hold
3,660
– – 0.42% 42
2026
Q1 		$455K Buy
+3,660
New +$449K 0.48% 33
2024
Q4 		$257K Hold
2,850
– – 0.25% 47
2024
Q3 		$230K Buy
+2,850
New +$209K 0.21% 52

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Montchanin Asset Management's WMT Position: Q2 2026 in Review

Montchanin Asset Management held its Walmart Inc (WMT) position steady in Q2 2026 at 3,660 shares worth $415K. The position accounts for 0.42% of the portfolio, ranked #42.

Montchanin Asset Management first reported a position in WMT in Q3 2024 and has held it in 4 quarters since. The position peaked at $455K in Q1 2026. 2,446 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Montchanin Asset Management held 3,660 shares of Walmart Inc worth $415K as of Q2 2026.
  • Montchanin Asset Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.42% of Montchanin Asset Management's portfolio in Q2 2026, its #42 holding.
  • Montchanin Asset Management first reported a position in Walmart Inc in Q3 2024 and has held it in 4 quarters since.
  • Montchanin Asset Management's Walmart Inc position peaked at $455K in Q1 2026.
  • 2,446 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.