H&H Retirement Design & Management’s Walmart Inc WMT Stock Holding History

H&H Retirement Design & 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	–	Sell	-1,557	Closed	-$205K	–	121
2026 Q1	$205K	Buy	+1,557	New	+$191K	0.1%	98

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

H&H Retirement Design & Management's WMT Position: Q2 2026 in Review

H&H Retirement Design & Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,557 shares — an estimated $205K sold.

H&H Retirement Design & Management first reported a position in WMT in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

H&H Retirement Design & Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
H&H Retirement Design & Management sold 1,557 Walmart Inc shares in Q2 2026, an estimated $205K.
H&H Retirement Design & Management first reported a position in Walmart Inc in Q1 2026 and held it in 1 quarter.
H&H Retirement Design & Management's Walmart Inc position peaked at $205K in Q1 2026.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.