Harper Investing
WMT icon

Harper Investing’s Walmart Inc WMT Stock Holding History

Harper Investing’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
Q3 		$951K Buy
9,154
+1,137
+14% +$125K 0.29% 58
2026
Q2 		$908K Buy
8,017
+1,361
+20% +$169K 0.31% 57
2026
Q1 		$827K Buy
+6,656
New +$817K 0.36% 53

Other funds holding WMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Harper Investing's WMT Position: Q3 2026 in Review

Harper Investing increased its Walmart Inc (WMT) stake by 14% in Q3 2026, buying an estimated $125K and bringing the position to 9,154 shares worth $951K. The position accounts for 0.29% of the portfolio, ranked #58.

Harper Investing first reported a position in WMT in Q1 2026 and has held it in 3 quarters since. 3,464 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Harper Investing held 9,154 shares of Walmart Inc worth $951K as of Q3 2026.
  • Harper Investing bought 1,137 Walmart Inc shares in Q3 2026, an estimated $125K.
  • Walmart Inc made up 0.29% of Harper Investing's portfolio in Q3 2026, its #58 holding.
  • Harper Investing first reported a position in Walmart Inc in Q1 2026 and has held it in 3 quarters since.
  • 3,464 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.