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Harrell Investment Partners’s Walmart Inc WMT Stock Holding History

Harrell Investment Partners’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 		$12.5M Buy
110,729
+1,351
+1% +$168K 2.72% 8
2026
Q1 		$13.6M Sell
109,378
-4,574
-4% -$562K 3.24% 6
2025
Q4 		$12.7M Sell
113,952
-1,755
-2% -$188K 2.99% 7
2025
Q3 		$11.9M Sell
115,707
-1,206
-1% -$120K 2.82% 7
2025
Q2 		$11.4M Buy
116,913
+12,139
+12% +$1.16M 2.9% 7
2025
Q1 		$9.2M Buy
104,774
+3,634
+4% +$341K 2.73% 10
2024
Q4 		$9.14M Buy
101,140
+1,583
+2% +$137K 2.55% 11
2024
Q3 		$8.04M Sell
99,557
-1,238
-1% -$90.9K 2.27% 11
2024
Q2 		$6.82M Sell
100,795
-2,470
-2% -$156K 1.98% 16
2024
Q1 		$6.21M Buy
103,265
+1,154
+1% +$66K 1.84% 18
2023
Q4 		$5.37M Buy
102,111
+1,977
+2% +$105K 1.67% 20
2023
Q3 		$5.34M Buy
100,134
+6,600
+7% +$351K 1.82% 18
2023
Q2 		$4.9M Buy
93,534
+2,190
+2% +$110K 1.66% 20
2023
Q1 		$4.48M Buy
91,344
+5,601
+7% +$266K 1.59% 21
2022
Q4 		$4.05M Buy
85,743
+7,812
+10% +$371K 1.59% 24
2022
Q3 		$3.37M Buy
77,931
+3,189
+4% +$140K 1.41% 26
2022
Q2 		$3.03M Buy
74,742
+2,946
+4% +$136K 1.24% 28
2022
Q1 		$3.56M Sell
71,796
-615
-0.8% -$28.9K 1.26% 24
2021
Q4 		$3.49M Sell
72,411
-1,743
-2% -$83.2K 1.07% 31
2021
Q3 		$3.44M Sell
74,154
-12,936
-15% -$623K 1.11% 32
2021
Q2 		$4.09M Buy
87,090
+2,385
+3% +$111K 1.33% 27
2021
Q1 		$3.83M Buy
84,705
+5,631
+7% +$261K 1.36% 26
2020
Q4 		$3.8M Buy
79,074
+2,859
+4% +$139K 1.46% 23
2020
Q3 		$3.55M Sell
76,215
-1,068
-1% -$47.5K 1.55% 23
2020
Q2 		$3.08M Sell
77,283
-4,731
-6% -$195K 1.57% 24
2020
Q1 		$3.11M Buy
82,014
+8,508
+12% +$327K 1.69% 17
2019
Q4 		$2.91M Buy
+73,506
New +$2.92M 1.33% 29

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Harrell Investment Partners's WMT Position: Q2 2026 in Review

Harrell Investment Partners increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $168K and bringing the position to 110,729 shares worth $12.5M. The position accounts for 2.72% of the portfolio, ranked #8.

Harrell Investment Partners first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.6M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Harrell Investment Partners held 110,729 shares of Walmart Inc worth $12.5M as of Q2 2026.
  • Harrell Investment Partners bought 1,351 Walmart Inc shares in Q2 2026, an estimated $168K.
  • Walmart Inc made up 2.72% of Harrell Investment Partners's portfolio in Q2 2026, its #8 holding.
  • Harrell Investment Partners first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Harrell Investment Partners's Walmart Inc position peaked at $13.6M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.