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Harbor Asset Planning’s Walmart Inc WMT Stock Holding History

Harbor Asset Planning’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 		$53K Hold
468
– – 0.04% 214
2026
Q1 		$58.2K Hold
468
– – 0.05% 198
2025
Q4 		$52.1K Hold
468
– – 0.04% 187
2025
Q3 		$48.2K Hold
468
– – 0.04% 188
2025
Q2 		$45.8K Buy
+468
New +$44.6K 0.04% 187

Other funds holding WMT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
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
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Harbor Asset Planning's WMT Position: Q2 2026 in Review

Harbor Asset Planning held its Walmart Inc (WMT) position steady in Q2 2026 at 468 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #214.

Harbor Asset Planning first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $58.2K in Q1 2026. 1,522 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Harbor Asset Planning held 468 shares of Walmart Inc worth $53K as of Q2 2026.
  • Harbor Asset Planning left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.04% of Harbor Asset Planning's portfolio in Q2 2026, its #214 holding.
  • Harbor Asset Planning first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Walmart Inc position peaked at $58.2K in Q1 2026.
  • 1,522 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.