First Heartland Consultants’s Walmart Inc WMT Stock Holding History

First Heartland Consultants’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	$5.3M	Buy	46,825 +6,007	+15%	+$746K	0.34%	75
2026 Q1	$5.07M	Sell	40,818 -788	-2%	-$96.7K	0.39%	65
2025 Q4	$4.64M	Buy	41,606 +61	+0.1%	+$6.55K	0.35%	70
2025 Q3	$4.28M	Buy	41,545 +295	+0.7%	+$29.4K	0.35%	70
2025 Q2	$4.03M	Buy	41,250 +963	+2%	+$91.8K	0.36%	67
2025 Q1	$3.54M	Buy	40,287 +2,758	+7%	+$259K	0.37%	69
2024 Q4	$3.39M	Sell	37,529 -2,221	-6%	-$193K	0.35%	63
2024 Q3	$3.21M	Sell	39,750 -385	-1%	-$28.3K	0.35%	58
2024 Q2	$2.72K	Sell	40,135 -1,323	-3%	-$83.3K	0.19%	85
2024 Q1	$2.5M	Buy	41,458 +1,717	+4%	+$98.2K	0.26%	98
2023 Q4	$2.09M	Buy	39,741 +11,232	+39%	+$594K	0.25%	94
2023 Q3	$1.52M	Buy	28,509 +1,200	+4%	+$63.9K	0.19%	114
2023 Q2	$1.43M	Sell	27,309 -327	-1%	-$16.5K	0.19%	113
2023 Q1	$1.36M	Sell	27,636 -795	-3%	-$37.7K	0.2%	111
2022 Q4	$1.34M	Sell	28,431 -147	-0.5%	-$6.98K	0.22%	106
2022 Q3	$1.24K	Buy	28,578 +1,824	+7%	+$79.9K	0.11%	108
2022 Q2	$1.08M	Buy	26,754 +1,080	+4%	+$49.8K	0.17%	112
2022 Q1	$1.27M	Sell	25,674 -1,311	-5%	-$61.5K	0.2%	94
2021 Q4	$1.3K	Buy	26,985 +2,355	+10%	+$112K	0.05%	98
2021 Q3	$1.14M	Sell	24,630 -498	-2%	-$24K	0.17%	118
2021 Q2	$1.18M	Buy	25,128 +225	+0.9%	+$10.5K	0.18%	121
2021 Q1	$1.13M	Buy	24,903 +534	+2%	+$24.7K	0.18%	117
2020 Q4	$1.17M	Sell	24,369 -2,598	-10%	-$126K	0.19%	96
2020 Q3	$1.26M	Sell	26,967 -1,590	-6%	-$70.7K	0.24%	81
2020 Q2	$1.14M	Buy	28,557 +1,128	+4%	+$46.4K	0.22%	94
2020 Q1	$1.04M	Buy	27,429 +66	+0.2%	+$2.54K	0.27%	81
2019 Q4	$1.08M	Sell	27,363 -933	-3%	-$37.1K	0.21%	109
2019 Q3	$1.12M	Buy	28,296 +1,116	+4%	+$42.1K	0.24%	104
2019 Q2	$1M	Sell	27,180 -219	-0.8%	-$7.55K	0.24%	100
2019 Q1	$891K	Buy	27,399 +5,700	+26%	+$185K	0.25%	99
2018 Q4	$674K	Sell	21,699 -3,729	-15%	-$120K	0.25%	97
2018 Q3	$796K	Sell	25,428 -1,512	-6%	-$46.2K	0.25%	91
2018 Q2	$769K	Sell	26,940 -4,710	-15%	-$134K	0.27%	93
2018 Q1	$939K	Buy	31,650 +3,132	+11%	+$101K	0.28%	90
2017 Q4	$939K	Sell	28,518 -8,775	-24%	-$268K	0.28%	90
2017 Q3	$971K	Sell	37,293 -345	-0.9%	-$9.05K	0.24%	124
2017 Q2	$949K	Sell	37,638 -1,029	-3%	-$26.1K	0.25%	117
2017 Q1	$929K	Buy	38,667 +966	+3%	+$22.2K	0.26%	112
2016 Q4	$869K	Sell	37,701 -294	-0.8%	-$6.86K	0.26%	106
2016 Q3	$913K	Buy	37,995 +7,653	+25%	+$186K	0.27%	101
2016 Q2	$739	Buy	30,342 +4,572	+18%	+$106K	0.08%	112
2016 Q1	$588K	Buy	25,770 +2,850	+12%	+$62.5K	0.22%	121
2015 Q4	$468K	Buy	22,920 +1,542	+7%	+$30.9K	0.18%	142
2015 Q3	$462K	Sell	21,378 -150	-0.7%	-$3.44K	0.19%	143
2015 Q2	$509	Buy	21,528 +171	+0.8%	+$4.36K	0.14%	139
2015 Q1	$586K	Sell	21,357 -333	-2%	-$9.45K	0.22%	126
2014 Q4	$621K	Buy	21,690 +69	+0.3%	+$1.86K	0.26%	113
2014 Q3	$551K	Buy	21,621 +1,305	+6%	+$33K	0.24%	119
2014 Q2	$508K	Sell	20,316 -138	-0.7%	-$3.54K	0.23%	124
2014 Q1	$521K	Buy	20,454 +1,203	+6%	+$30.2K	0.26%	108
2013 Q4	$505K	Sell	19,251 -561	-3%	-$14.5K	0.28%	103
2013 Q3	$486K	Buy	19,812 +6	+0%	+$151	0.29%	102
2013 Q2	$492K	Buy	+19,806	New	+$508K	0.29%	98

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

First Heartland Consultants's WMT Position: Q2 2026 in Review

First Heartland Consultants increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $746K and bringing the position to 46,825 shares worth $5.3M. The position accounts for 0.34% of the portfolio, ranked #75.

First Heartland Consultants first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

First Heartland Consultants held 46,825 shares of Walmart Inc worth $5.3M as of Q2 2026.
First Heartland Consultants bought 6,007 Walmart Inc shares in Q2 2026, an estimated $746K.
Walmart Inc made up 0.34% of First Heartland Consultants's portfolio in Q2 2026, its #75 holding.
First Heartland Consultants first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.