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Harbor Investment Advisory’s Walmart Inc WMT Stock Holding History

Harbor Investment Advisory’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 		$6.32M Buy
55,836
+306
+0.6% +$38K 0.44% 46
2026
Q1 		$6.9M Sell
55,530
-2,600
-4% -$319K 0.54% 37
2025
Q4 		$6.48M Buy
58,130
+6,694
+13% +$719K 0.49% 38
2025
Q3 		$5.3M Sell
51,436
-1,118
-2% -$111K 0.44% 44
2025
Q2 		$5.14M Buy
52,554
+564
+1% +$53.7K 0.46% 41
2025
Q1 		$4.56M Buy
51,990
+144
+0.3% +$13.5K 0.44% 44
2024
Q4 		$4.68M Buy
51,846
+3,749
+8% +$325K 0.44% 43
2024
Q3 		$3.88M Buy
48,097
+1,507
+3% +$111K 0.38% 51
2024
Q2 		$3.15M Buy
46,590
+2,546
+6% +$160K 0.33% 60
2024
Q1 		$2.65M Sell
44,044
-17
-0% -$973 0.28% 67
2023
Q4 		$2.32M Sell
44,061
-2,160
-5% -$114K 0.27% 69
2023
Q3 		$2.46M Sell
46,221
-2,235
-5% -$119K 0.32% 63
2023
Q2 		$2.54M Sell
48,456
-549
-1% -$27.7K 0.35% 62
2023
Q1 		$2.41M Sell
49,005
-3,909
-7% -$186K 0.36% 60
2022
Q4 		$2.5M Sell
52,914
-351
-0.7% -$16.7K 0.39% 58
2022
Q3 		$2.3M Buy
53,265
+858
+2% +$37.6K 0.38% 60
2022
Q2 		$2.12M Sell
52,407
-3,951
-7% -$182K 0.34% 60
2022
Q1 		$2.8M Buy
56,358
+7,116
+14% +$334K 0.37% 54
2021
Q4 		$2.38M Buy
49,242
+171
+0.3% +$8.16K 0.3% 65
2021
Q3 		$2.28M Sell
49,071
-171
-0.3% -$8.24K 0.31% 65
2021
Q2 		$2.31M Sell
49,242
-2,442
-5% -$114K 0.31% 69
2021
Q1 		$2.34M Buy
51,684
+951
+2% +$44.1K 0.35% 64
2020
Q4 		$2.44M Buy
50,733
+12,963
+34% +$630K 0.39% 57
2020
Q3 		$1.76M Buy
37,770
+6,273
+20% +$279K 0.34% 66
2020
Q2 		$1.26M Sell
31,497
-1,410
-4% -$58K 0.27% 78
2020
Q1 		$1.25M Sell
32,907
-741
-2% -$28.5K 0.34% 67
2019
Q4 		$1.33M Buy
+33,648
New +$1.34M 0.31% 74

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Harbor Investment Advisory's WMT Position: Q2 2026 in Review

Harbor Investment Advisory increased its Walmart Inc (WMT) stake by 0.55% in Q2 2026, buying an estimated $38K and bringing the position to 55,836 shares worth $6.32M. The position accounts for 0.44% of the portfolio, ranked #46.

Harbor Investment Advisory first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.9M in Q1 2026. 1,680 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Harbor Investment Advisory held 55,836 shares of Walmart Inc worth $6.32M as of Q2 2026.
  • Harbor Investment Advisory bought 306 Walmart Inc shares in Q2 2026, an estimated $38K.
  • Walmart Inc made up 0.44% of Harbor Investment Advisory's portfolio in Q2 2026, its #46 holding.
  • Harbor Investment Advisory first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Walmart Inc position peaked at $6.9M in Q1 2026.
  • 1,680 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.