Mendel Capital Management LLC / WMT
Mendel Capital Management LLC’s Walmart Inc Position
Does Mendel Capital Management LLC own Walmart Inc (WMT)? Yes — 53.4K shares worth $7M (+3.34% of its 13F portfolio) as of Q1 2026, up from 53.2K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
53.4K
% of Portfolio
+3.34%
Quarters Held
17
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 53.4K | $7M | +3.34% |
| Q3 2025 | 53.2K | $5M | +2.88% |
| Q2 2025 | 53.0K | $5M | +2.95% |
| Q1 2025 | 53.3K | $5M | +2.83% |
| Q4 2024 | 52.4K | $5M | +2.87% |
| Q3 2024 | 52.5K | $4M | +2.60% |
| Q2 2024 | 53.7K | $4M | +2.35% |
| Q1 2024 | 54.2K | $3M | +2.16% |
| Q4 2023 | 18.4K | $3M | +2.08% |
| Q3 2023 | 18.1K | $3M | +2.38% |
| Q2 2023 | 18.2K | $3M | +2.29% |
| Q1 2023 | 18.2K | $3M | +2.42% |
| Q4 2022 | 18.0K | $3M | +2.66% |
| Q3 2022 | 18.1K | $2M | +2.76% |
| Q2 2022 | 17.6K | $2M | +2.39% |
| Q1 2022 | 17.6K | $3M | +2.49% |
| Q4 2021 | 17.4K | $3M | +2.31% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mendel Capital Management LLC’s full portfolio or all institutional holders of WMT.