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Carlton Hofferkamp & Jenks Wealth Management’s Walmart Inc WMT Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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 		$3M Buy
27,431
+503
+2% +$62.4K 0.97% 26
2026
Q1 		$3.44M Sell
26,928
-268
-1% -$32.9K 1.15% 25
2025
Q4 		$3.03M Sell
27,196
-17
-0.1% -$1.82K 1.01% 27
2025
Q3 		$2.84M Buy
27,213
+425
+2% +$42.3K 0.95% 28
2025
Q2 		$2.61M Sell
26,788
-248
-0.9% -$23.6K 0.95% 26
2025
Q1 		$2.47M Buy
27,036
+159
+0.6% +$14.9K 1.02% 26
2024
Q4 		$2.75M Sell
26,877
-164
-0.6% -$14.2K 1.02% 26
2024
Q3 		$2.23M Sell
27,041
-526
-2% -$38.6K 0.85% 30
2024
Q2 		$1.91M Sell
27,567
-60
-0.2% -$3.78K 0.75% 34
2024
Q1 		$1.66M Sell
27,627
-855
-3% -$48.9K 0.7% 36
2023
Q4 		$1.52M Buy
28,482
+102
+0.4% +$5.4K 0.64% 38
2023
Q3 		$1.54M Hold
28,380
– – 0.72% 34
2023
Q2 		$1.5M Buy
28,380
+111
+0.4% +$5.6K 0.66% 37
2023
Q1 		$1.44M Sell
28,269
-27
-0.1% -$1.28K 0.66% 38
2022
Q4 		$1.35M Buy
28,296
+99
+0.4% +$4.7K 0.59% 45
2022
Q3 		$1.29M Buy
28,197
+258
+0.9% +$11.3K 0.61% 45
2022
Q2 		$1.17M Sell
27,939
-228
-0.8% -$10.5K 0.54% 50
2022
Q1 		$1.48M Buy
28,167
+495
+2% +$23.2K 0.61% 45
2021
Q4 		$1.26M Buy
27,672
+960
+4% +$45.8K 0.53% 54
2021
Q3 		$1.33M Buy
26,712
+789
+3% +$38K 0.53% 51
2021
Q2 		$1.22M Sell
25,923
-450
-2% -$21K 0.53% 52
2021
Q1 		$1.22M Buy
26,373
+6,414
+32% +$297K 0.54% 48
2020
Q4 		$954K Buy
19,959
+375
+2% +$18.2K 0.47% 58
2020
Q3 		$966K Buy
19,584
+195
+1% +$8.67K 0.51% 56
2020
Q2 		$845K Buy
19,389
+1,233
+7% +$50.7K 0.48% 54
2020
Q1 		$748K Sell
18,156
-945
-5% -$36.4K 0.46% 54
2019
Q4 		$738K Buy
19,101
+3,480
+22% +$138K 0.42% 60
2019
Q3 		$623K Sell
15,621
-150
-1% -$5.66K 0.38% 59
2019
Q2 		$602K Buy
15,771
+1,170
+8% +$40.3K 0.36% 60
2019
Q1 		$475K Buy
14,601
+2,100
+17% +$68.1K 0.3% 69
2018
Q4 		$388K Buy
12,501
+150
+1% +$4.81K 0.28% 70
2018
Q3 		$386K Hold
12,351
– – 0.24% 74
2018
Q2 		$353K Buy
12,351
+300
+2% +$8.53K 0.23% 76
2018
Q1 		$352K Buy
+12,051
New +$388K 0.24% 74

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's WMT Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Walmart Inc (WMT) stake by 1.9% in Q2 2026, buying an estimated $62.4K and bringing the position to 27,431 shares worth $3M. The position accounts for 0.97% of the portfolio, ranked #26.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in WMT in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.44M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 27,431 shares of Walmart Inc worth $3M as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management bought 503 Walmart Inc shares in Q2 2026, an estimated $62.4K.
  • Walmart Inc made up 0.97% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Walmart Inc in Q1 2018 and has held it in 34 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Walmart Inc position peaked at $3.44M in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.