Harbour Trust & Investment Management’s Walmart Inc WMT Stock Holding History

Harbour Trust & 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	$1.46M	Buy	12,905 +56	+0.4%	+$6.95K	0.14%	71
2026 Q1	$1.6M	Sell	12,849 -171	-1%	-$21K	0.17%	72
2025 Q4	$1.45M	Buy	13,020 +60	+0.5%	+$6.44K	0.15%	72
2025 Q3	$1.34M	Buy	12,960 +380	+3%	+$37.8K	0.14%	78
2025 Q2	$1.23M	Sell	12,580 -558	-4%	-$53.2K	0.14%	83
2025 Q1	$1.15M	Buy	13,138 +639	+5%	+$59.9K	0.14%	82
2024 Q4	$1.13M	Sell	12,499 -313	-2%	-$27.2K	0.13%	86
2024 Q3	$1.03M	Sell	12,812 -40	-0.3%	-$2.94K	0.12%	91
2024 Q2	$870K	Buy	12,852 +79	+0.6%	+$4.97K	0.1%	95
2024 Q1	$769K	Sell	12,773 -325	-2%	-$18.6K	0.1%	100
2023 Q4	$688K	Buy	+13,098	New	+$693K	0.1%	100

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Harbour Trust & Investment Management increased its Walmart Inc (WMT) stake by 0.44% in Q2 2026, buying an estimated $6.95K and bringing the position to 12,905 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #71.

Harbour Trust & Investment Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.6M in Q1 2026. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Harbour Trust & Investment Management held 12,905 shares of Walmart Inc worth $1.46M as of Q2 2026.
Harbour Trust & Investment Management bought 56 Walmart Inc shares in Q2 2026, an estimated $6.95K.
Walmart Inc made up 0.14% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #71 holding.
Harbour Trust & Investment Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's Walmart Inc position peaked at $1.6M in Q1 2026.
2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.