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Harmony Asset Management’s Walmart Inc WMT Stock Holding History

Harmony Asset 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 		$286K Sell
2,528
-152
-6% -$18.9K 0.08% 170
2026
Q1 		$333K Buy
2,680
+123
+5% +$15.1K 0.1% 146
2025
Q4 		$285K Buy
2,557
+119
+5% +$12.8K 0.1% 149
2025
Q3 		$251K Buy
2,438
+10
+0.4% +$995 0.09% 151
2025
Q2 		$237K Hold
2,428
– – 0.09% 157
2025
Q1 		$213K Hold
2,428
– – 0.09% 155
2024
Q4 		$219K Buy
+2,428
New +$211K 0.09% 149

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Harmony Asset Management's WMT Position: Q2 2026 in Review

Harmony Asset Management reduced its Walmart Inc (WMT) stake by 5.7% in Q2 2026, selling an estimated $18.9K and leaving 2,528 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #170.

Harmony Asset Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Harmony Asset Management held 2,528 shares of Walmart Inc worth $286K as of Q2 2026.
  • Harmony Asset Management sold 152 Walmart Inc shares in Q2 2026, an estimated $18.9K.
  • Walmart Inc made up 0.08% of Harmony Asset Management's portfolio in Q2 2026, its #170 holding.
  • Harmony Asset Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Harmony Asset Management's Walmart Inc position peaked at $333K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.