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Fox Hill Wealth Management’s Walmart Inc WMT Stock Holding History

Fox Hill 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 		$2.29M Sell
20,245
-1,272
-6% -$158K 0.92% 36
2026
Q1 		$2.67M Buy
21,517
+177
+0.8% +$21.7K 1.29% 26
2025
Q4 		$2.38M Buy
21,340
+6,576
+45% +$706K 1.1% 27
2025
Q3 		$1.52M Sell
14,764
-275
-2% -$27.4K 0.71% 43
2025
Q2 		$1.47M Sell
15,039
-43
-0.3% -$4.1K 0.76% 40
2025
Q1 		$1.32M Buy
15,082
+726
+5% +$68.1K 0.78% 43
2024
Q4 		$1.3M Sell
14,356
-313
-2% -$27.2K 0.73% 45
2024
Q3 		$1.18M Sell
14,669
-26
-0.2% -$1.91K 0.65% 50
2024
Q2 		$995K Buy
14,695
+452
+3% +$28.5K 0.61% 48
2024
Q1 		$857K Buy
14,243
+191
+1% +$10.9K 0.58% 48
2023
Q4 		$738K Buy
+14,052
New +$744K 0.57% 52

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fox Hill Wealth Management's WMT Position: Q2 2026 in Review

Fox Hill Wealth Management reduced its Walmart Inc (WMT) stake by 5.9% in Q2 2026, selling an estimated $158K and leaving 20,245 shares worth $2.29M. The position accounts for 0.92% of the portfolio, ranked #36.

Fox Hill Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fox Hill Wealth Management held 20,245 shares of Walmart Inc worth $2.29M as of Q2 2026.
  • Fox Hill Wealth Management sold 1,272 Walmart Inc shares in Q2 2026, an estimated $158K.
  • Walmart Inc made up 0.92% of Fox Hill Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Fox Hill Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Fox Hill Wealth Management's Walmart Inc position peaked at $2.67M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.