FHWM
WMT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fox Hill Wealth Management's WMT Position: Q1 2026 in Review

Fox Hill Wealth Management increased its Walmart Inc (WMT) stake by 0.83% in Q1 2026, buying an estimated $21.7K and bringing the position to 21,517 shares worth $2.67M. The position accounts for 1.29% of the portfolio, ranked #26.

Fox Hill Wealth Management first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Fox Hill Wealth Management held 21,517 shares of Walmart Inc worth $2.67M as of Q1 2026.
  • Fox Hill Wealth Management bought 177 Walmart Inc shares in Q1 2026, an estimated $21.7K.
  • Walmart Inc made up 1.29% of Fox Hill Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Fox Hill Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.