Hager Investment Management Services’s Walmart Inc WMT Stock Holding History

Hager Investment Management Services’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	$3.33M	Sell	29,372 -1,309	-4%	-$163K	1.53%	24
2026 Q1	$3.81M	Sell	30,681 -2,088	-6%	-$256K	2.1%	13
2025 Q4	$3.65M	Sell	32,769 -3,656	-10%	-$393K	1.99%	11
2025 Q3	$3.75M	Sell	36,425 -974	-3%	-$97K	2.03%	13
2025 Q2	$3.66M	Sell	37,399 -821	-2%	-$78.2K	2.18%	15
2025 Q1	$3.36M	Sell	38,220 -1,190	-3%	-$112K	2.35%	15
2024 Q4	$3.56M	Buy	+39,410	New	+$3.42M	2.22%	13

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

Hager Investment Management Services's WMT Position: Q2 2026 in Review

Hager Investment Management Services reduced its Walmart Inc (WMT) stake by 4.3% in Q2 2026, selling an estimated $163K and leaving 29,372 shares worth $3.33M. The position accounts for 1.53% of the portfolio, ranked #24.

Hager Investment Management Services first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.81M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Hager Investment Management Services held 29,372 shares of Walmart Inc worth $3.33M as of Q2 2026.
Hager Investment Management Services sold 1,309 Walmart Inc shares in Q2 2026, an estimated $163K.
Walmart Inc made up 1.53% of Hager Investment Management Services's portfolio in Q2 2026, its #24 holding.
Hager Investment Management Services first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's Walmart Inc position peaked at $3.81M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.