Halbert Hargrove Global Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $515K | Buy |
4,547
+351
| +8% | +$43.6K | 0.02% | 68 |
|
|
2026
Q1 | $521K | Buy |
4,196
+345
| +9% | +$42.4K | 0.03% | 62 |
|
|
2025
Q4 | $429K | Buy |
3,851
+1,131
| +42% | +$121K | 0.02% | 69 |
|
|
2025
Q3 | $280K | Buy |
2,720
+37
| +1% | +$3.68K | 0.01% | 86 |
|
|
2025
Q2 | $262K | Sell |
2,683
-93
| -3% | -$8.86K | 0.01% | 78 |
|
|
2025
Q1 | $244K | Buy |
2,776
+161
| +6% | +$15.1K | 0.01% | 78 |
|
|
2024
Q4 | $236K | Sell |
2,615
-39
| -1% | -$3.38K | 0.01% | 81 |
|
|
2024
Q3 | $214K | Buy |
+2,654
| New | +$195K | 0.01% | 86 |
|
|
2023
Q2 | – | Sell |
-7,170
| Closed | -$352K | – | 171 |
|
|
2023
Q1 | $352K | Buy |
7,170
+12
| +0.2% | +$570 | 0.02% | 97 |
|
|
2022
Q4 | $338K | Buy |
7,158
+477
| +7% | +$22.7K | 0.02% | 96 |
|
|
2022
Q3 | $288K | Buy |
6,681
+129
| +2% | +$5.65K | 0.02% | 111 |
|
|
2022
Q2 | $265K | Buy |
6,552
+180
| +3% | +$8.3K | 0.02% | 123 |
|
|
2022
Q1 | $317K | Sell |
6,372
-270
| -4% | -$12.7K | 0.02% | 113 |
|
|
2021
Q4 | $320K | Sell |
6,642
-261
| -4% | -$12.5K | 0.02% | 110 |
|
|
2021
Q3 | $320K | Sell |
6,903
-540
| -7% | -$26K | 0.02% | 95 |
|
|
2021
Q2 | $350K | Buy |
7,443
+462
| +7% | +$21.5K | 0.02% | 94 |
|
|
2021
Q1 | $316K | Buy |
6,981
+354
| +5% | +$16.4K | 0.02% | 88 |
|
|
2020
Q4 | $319K | Sell |
6,627
-123
| -2% | -$5.97K | 0.02% | 79 |
|
|
2020
Q3 | $315K | Sell |
6,750
-42
| -0.6% | -$1.87K | 0.03% | 67 |
|
|
2020
Q2 | $271K | Buy |
6,792
+591
| +10% | +$24.3K | 0.04% | 68 |
|
|
2020
Q1 | $235K | Buy |
6,201
+693
| +13% | +$26.7K | 0.04% | 65 |
|
|
2019
Q4 | $218K | Sell |
5,508
-99
| -2% | -$3.93K | 0.06% | 76 |
|
|
2019
Q3 | $221K | Buy |
+5,607
| New | +$212K | 0.06% | 75 |
|
|
2018
Q1 | – | Sell |
-6,504
| Closed | -$214K | – | 77 |
|
|
2017
Q4 | $214K | Buy |
+6,504
| New | +$199K | 0.06% | 68 |
|
|
2016
Q1 | – | Sell |
-9,846
| Closed | -$201K | – | 98 |
|
|
2015
Q4 | $201K | Sell |
9,846
-2,184
| -18% | -$43.8K | 0.09% | 94 |
|
|
2015
Q3 | $260K | Sell |
12,030
-12,222
| -50% | -$280K | 0.13% | 71 |
|
|
2015
Q2 | $573K | Sell |
24,252
-2,898
| -11% | -$73.9K | 0.14% | 65 |
|
|
2015
Q1 | $744K | Buy |
27,150
+10,092
| +59% | +$286K | 0.24% | 46 |
|
|
2014
Q4 | $488K | Buy |
17,058
+318
| +2% | +$8.59K | 0.24% | 41 |
|
|
2014
Q3 | $427K | Buy |
16,740
+5,100
| +44% | +$129K | 0.12% | 65 |
|
|
2014
Q2 | $291K | Buy |
+11,640
| New | +$299K | 0.09% | 88 |
|
Other funds holding WMT
Halbert Hargrove Global Advisors's WMT Position: Q2 2026 in Review
Halbert Hargrove Global Advisors increased its Walmart Inc (WMT) stake by 8.4% in Q2 2026, buying an estimated $43.6K and bringing the position to 4,547 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #68.
Halbert Hargrove Global Advisors first reported a position in WMT in Q2 2014 and has held it in 31 quarters since. The position peaked at $744K in Q1 2015. 2,119 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Halbert Hargrove Global Advisors held 4,547 shares of Walmart Inc worth $515K as of Q2 2026.
- Halbert Hargrove Global Advisors bought 351 Walmart Inc shares in Q2 2026, an estimated $43.6K.
- Walmart Inc made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #68 holding.
- Halbert Hargrove Global Advisors first reported a position in Walmart Inc in Q2 2014 and has held it in 31 quarters since.
- Halbert Hargrove Global Advisors's Walmart Inc position peaked at $744K in Q1 2015.
- 2,119 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.