Harbour Investment Management’s Walmart Inc WMT Stock Holding History

Harbour Investment 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	$335K	Hold	2,960	–	–	0.17%	90
2026 Q1	$369K	Hold	2,960	–	–	0.2%	89
2025 Q4	$330K	Sell	2,960 -113	-4%	-$12.1K	0.18%	87
2025 Q3	$317K	Hold	3,073	–	–	0.14%	89
2025 Q2	$300K	Hold	3,073	–	–	0.13%	87
2025 Q1	$270K	Hold	3,073	–	–	0.12%	87
2024 Q4	$278K	Buy	+3,073	New	+$267K	0.12%	89
2021 Q3	–	Sell	-5,277	Closed	-$248K	–	87
2021 Q2	$248K	Hold	5,277	–	–	0.12%	76
2021 Q1	$239K	Buy	+5,277	New	+$244K	0.13%	76

Other funds holding WMT

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

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Harbour Investment Management's WMT Position: Q2 2026 in Review

Harbour Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 2,960 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #90.

Harbour Investment Management first reported a position in WMT in Q1 2021 and has held it in 9 quarters since. The position peaked at $369K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Harbour Investment Management held 2,960 shares of Walmart Inc worth $335K as of Q2 2026.
Harbour Investment Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.17% of Harbour Investment Management's portfolio in Q2 2026, its #90 holding.
Harbour Investment Management first reported a position in Walmart Inc in Q1 2021 and has held it in 9 quarters since.
Harbour Investment Management's Walmart Inc position peaked at $369K in Q1 2026.
1,526 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.