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Poehling Capital Management’s Walmart Inc WMT Stock Holding History

Poehling Capital 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 		$678K Buy
5,986
+52
+0.9% +$6.46K 0.15% 99
2026
Q1 		$738K Hold
5,934
– – 0.16% 91
2025
Q4 		$661K Sell
5,934
-143
-2% -$15.4K 0.14% 88
2025
Q3 		$626K Sell
6,077
-100
-2% -$9.96K 0.13% 91
2025
Q2 		$604K Buy
6,177
+316
+5% +$30.1K 0.14% 86
2025
Q1 		$515K Sell
5,861
-100
-2% -$9.38K 0.13% 93
2024
Q4 		$539K Hold
5,961
– – 0.13% 93
2024
Q3 		$481K Buy
5,961
+278
+5% +$20.4K 0.12% 95
2024
Q2 		$385K Buy
5,683
+300
+6% +$18.9K 0.11% 96
2024
Q1 		$324K Buy
5,383
+148
+3% +$8.47K 0.09% 104
2023
Q4 		$275K Buy
5,235
+9
+0.2% +$476 0.09% 108
2023
Q3 		$279K Buy
5,226
+1,143
+28% +$60.8K 0.1% 104
2023
Q2 		$214K Sell
4,083
-195
-5% -$9.84K 0.07% 114
2023
Q1 		$210K Hold
4,278
– – 0.07% 113
2022
Q4 		$202K Buy
+4,278
New +$203K 0.08% 112
2022
Q2 		– Sell
-4,278
Closed -$212K – 148
2022
Q1 		$212K Hold
4,278
– – 0.07% 137
2021
Q4 		$206K Buy
+4,278
New +$204K 0.07% 131
2021
Q3 		– Sell
-4,278
Closed -$201K – 147
2021
Q2 		$201K Buy
+4,278
New +$199K 0.06% 144
2018
Q3 		– Sell
-11,553
Closed -$330K – 260
2018
Q2 		$330K Sell
11,553
-783
-6% -$22.3K 0.29% 77
2018
Q1 		$366K Sell
12,336
-1,755
-12% -$56.5K 0.3% 76
2017
Q4 		$464K Buy
+14,091
New +$431K 0.39% 70

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Poehling Capital Management's WMT Position: Q2 2026 in Review

Poehling Capital Management increased its Walmart Inc (WMT) stake by 0.88% in Q2 2026, buying an estimated $6.46K and bringing the position to 5,986 shares worth $678K. The position accounts for 0.15% of the portfolio, ranked #99.

Poehling Capital Management first reported a position in WMT in Q4 2017 and has held it in 21 quarters since. The position peaked at $738K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Poehling Capital Management held 5,986 shares of Walmart Inc worth $678K as of Q2 2026.
  • Poehling Capital Management bought 52 Walmart Inc shares in Q2 2026, an estimated $6.46K.
  • Walmart Inc made up 0.15% of Poehling Capital Management's portfolio in Q2 2026, its #99 holding.
  • Poehling Capital Management first reported a position in Walmart Inc in Q4 2017 and has held it in 21 quarters since.
  • Poehling Capital Management's Walmart Inc position peaked at $738K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.