Harfst & Associates’s Walmart Inc WMT Stock Holding History

Harfst & Associates’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	$2.2M	Buy	19,403 +521	+3%	+$64.7K	0.34%	54
2026 Q1	$2.35M	Buy	18,882 +682	+4%	+$83.7K	0.42%	39
2025 Q4	$2.03M	Sell	18,200 -365	-2%	-$39.2K	0.37%	45
2025 Q3	$1.91M	Buy	18,565 +152	+0.8%	+$15.1K	0.35%	52
2025 Q2	$1.8M	Buy	18,413 +9,518	+107%	+$907K	0.37%	47
2025 Q1	$781K	Buy	+8,895	New	+$834K	0.18%	65
2017 Q2	–	Sell	-498	Closed	-$11K	–	300
2017 Q1	$11K	Buy	+498	New	+$11.5K	﹤0.01%	232
2015 Q4	–	Sell	-630	Closed	-$14K	–	307
2015 Q3	$14K	Sell	630 -1,680	-73%	-$38.5K	0.01%	217
2015 Q2	$55K	Buy	+2,310	New	+$58.9K	0.03%	171

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harfst & Associates's WMT Position: Q2 2026 in Review

Harfst & Associates increased its Walmart Inc (WMT) stake by 2.8% in Q2 2026, buying an estimated $64.7K and bringing the position to 19,403 shares worth $2.2M. The position accounts for 0.34% of the portfolio, ranked #54.

Harfst & Associates first reported a position in WMT in Q2 2015 and has held it in 9 quarters since. The position peaked at $2.35M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Harfst & Associates held 19,403 shares of Walmart Inc worth $2.2M as of Q2 2026.
Harfst & Associates bought 521 Walmart Inc shares in Q2 2026, an estimated $64.7K.
Walmart Inc made up 0.34% of Harfst & Associates's portfolio in Q2 2026, its #54 holding.
Harfst & Associates first reported a position in Walmart Inc in Q2 2015 and has held it in 9 quarters since.
Harfst & Associates's Walmart Inc position peaked at $2.35M in Q1 2026.
4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.