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GHP Investment Advisors’s Walmart Inc WMT Stock Holding History

GHP Investment Advisors’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 		$17.8M Sell
156,934
-1,036
-0.7% -$129K 0.65% 44
2026
Q1 		$19.6M Sell
157,970
-1,069
-0.7% -$131K 0.81% 29
2025
Q4 		$17.7M Sell
159,039
-1,608
-1% -$173K 0.73% 38
2025
Q3 		$16.6M Sell
160,647
-7,693
-5% -$766K 0.7% 43
2025
Q2 		$16.5M Sell
168,340
-3,413
-2% -$325K 0.73% 38
2025
Q1 		$15.1M Sell
171,753
-1,983
-1% -$186K 0.72% 34
2024
Q4 		$15.7M Sell
173,736
-3,592
-2% -$312K 0.73% 34
2024
Q3 		$14.3M Buy
177,328
+648
+0.4% +$47.6K 0.66% 40
2024
Q2 		$12M Buy
176,680
+3,686
+2% +$232K 0.6% 50
2024
Q1 		$10.4M Buy
172,994
+593
+0.3% +$33.9K 0.52% 62
2023
Q4 		$9.06M Buy
172,401
+3,069
+2% +$162K 0.49% 65
2023
Q3 		$9.02M Buy
169,332
+795
+0.5% +$42.3K 0.55% 54
2023
Q2 		$9.06M Buy
168,537
+2,136
+1% +$108K 0.53% 56
2023
Q1 		$8.18M Buy
166,401
+5,517
+3% +$262K 0.52% 60
2022
Q4 		$7.6M Buy
160,884
+8,097
+5% +$385K 0.51% 58
2022
Q3 		$6.61M Buy
152,787
+6,978
+5% +$306K 0.51% 60
2022
Q2 		$5.91M Buy
145,809
+1,314
+0.9% +$60.6K 0.44% 82
2022
Q1 		$7.17M Buy
144,495
+9,513
+7% +$447K 0.47% 66
2021
Q4 		$6.51M Buy
134,982
+9,480
+8% +$453K 0.46% 79
2021
Q3 		$5.83M Buy
125,502
+7,221
+6% +$348K 0.46% 85
2021
Q2 		$5.56M Buy
118,281
+11,256
+11% +$524K 0.45% 86
2021
Q1 		$4.85M Buy
107,025
+9,681
+10% +$448K 0.42% 87
2020
Q4 		$4.68M Buy
97,344
+2,418
+3% +$117K 0.45% 84
2020
Q3 		$4.43M Buy
94,926
+3,663
+4% +$163K 0.5% 71
2020
Q2 		$3.64M Buy
91,263
+9,513
+12% +$391K 0.45% 78
2020
Q1 		$3.1M Buy
81,750
+3,450
+4% +$133K 0.47% 78
2019
Q4 		$3.1M Buy
78,300
+1,224
+2% +$48.6K 0.33% 93
2019
Q3 		$3.05M Sell
77,076
-8,376
-10% -$316K 0.38% 85
2019
Q2 		$3.15M Buy
85,452
+1,368
+2% +$47.1K 0.38% 90
2019
Q1 		$2.73M Buy
84,084
+5,574
+7% +$181K 0.35% 97
2018
Q4 		$2.44M Buy
78,510
+9,816
+14% +$315K 0.37% 90
2018
Q3 		$2.15M Buy
68,694
+3,072
+5% +$94K 0.29% 111
2018
Q2 		$1.87M Buy
65,622
+5,190
+9% +$148K 0.26% 115
2018
Q1 		$1.79M Buy
60,432
+4,290
+8% +$138K 0.25% 122
2017
Q4 		$1.85M Buy
56,142
+5,334
+10% +$163K 0.26% 119
2017
Q3 		$1.32M Buy
50,808
+2,856
+6% +$74.9K 0.2% 142
2017
Q2 		$1.21M Sell
47,952
-1,695
-3% -$43K 0.19% 151
2017
Q1 		$1.19M Sell
49,647
-6,525
-12% -$150K 0.2% 144
2016
Q4 		$1.29M Buy
56,172
+942
+2% +$22K 0.24% 121
2016
Q3 		$1.33M Buy
55,230
+438
+0.8% +$10.6K 0.27% 111
2016
Q2 		$1.33M Buy
54,792
+2,586
+5% +$59.9K 0.29% 101
2016
Q1 		$1.19M Sell
52,206
-1,749
-3% -$38.3K 0.27% 101
2015
Q4 		$1.1M Sell
53,955
-4,671
-8% -$93.7K 0.27% 102
2015
Q3 		$1.27M Buy
58,626
+21
+0% +$482 0.33% 89
2015
Q2 		$1.4M Buy
58,605
+564
+1% +$14.4K 0.35% 76
2015
Q1 		$1.59M Buy
58,041
+972
+2% +$27.6K 0.42% 59
2014
Q4 		$1.63M Buy
57,069
+1,995
+4% +$53.9K 0.45% 51
2014
Q3 		$1.4M Buy
55,074
+12
+0% +$303 0.41% 55
2014
Q2 		$1.38M Buy
55,062
+627
+1% +$16.1K 0.41% 54
2014
Q1 		$1.39M Sell
54,435
-21
-0% -$527 0.44% 43
2013
Q4 		$1.43M Sell
54,456
-267
-0.5% -$6.89K 0.47% 40
2013
Q3 		$1.35M Buy
54,723
+987
+2% +$24.9K 0.49% 38
2013
Q2 		$1.33M Buy
+53,736
New +$1.38M 0.53% 38

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GHP Investment Advisors's WMT Position: Q2 2026 in Review

GHP Investment Advisors reduced its Walmart Inc (WMT) stake by 0.66% in Q2 2026, selling an estimated $129K and leaving 156,934 shares worth $17.8M. The position accounts for 0.65% of the portfolio, ranked #44.

GHP Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.6M in Q1 2026. 1,943 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • GHP Investment Advisors held 156,934 shares of Walmart Inc worth $17.8M as of Q2 2026.
  • GHP Investment Advisors sold 1,036 Walmart Inc shares in Q2 2026, an estimated $129K.
  • Walmart Inc made up 0.65% of GHP Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • GHP Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's Walmart Inc position peaked at $19.6M in Q1 2026.
  • 1,943 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.