HA
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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
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

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Geode Capital Management
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VPM
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return