Harvest Portfolios Group’s Walmart Inc WMT Stock Holding History

Harvest Portfolios Group’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	$22.2M	Buy	195,863 +2,416	+1%	+$300K	0.31%	74
2026 Q1	$24M	Sell	193,447 -13,123	-6%	-$1.61M	0.4%	70
2025 Q4	$23M	Sell	206,570 -1,514	-0.7%	-$163K	0.4%	67
2025 Q3	$21.4M	Buy	208,084 +16,224	+8%	+$1.62M	0.4%	59
2025 Q2	$18.8M	Sell	191,860 -4,194	-2%	-$400K	0.44%	60
2025 Q1	$17.2M	Sell	196,054 -29,314	-13%	-$2.75M	0.51%	60
2024 Q4	$20.4M	Sell	225,368 -28,982	-11%	-$2.51M	0.68%	48
2024 Q3	$20.5M	Sell	254,350 -28,018	-10%	-$2.06M	0.68%	49
2024 Q2	$19.1M	Buy	+282,368	New	+$17.8M	0.73%	47
2023 Q2	–	Sell	-1,653	Closed	-$81.2K	–	227
2023 Q1	$81.2K	Buy	+1,653	New	+$78.5K	﹤0.01%	212

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 $3.38T AUM 44.17% 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

Harvest Portfolios Group's WMT Position: Q2 2026 in Review

Harvest Portfolios Group increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $300K and bringing the position to 195,863 shares worth $22.2M. The position accounts for 0.31% of the portfolio, ranked #74.

Harvest Portfolios Group first reported a position in WMT in Q1 2023 and has held it in 10 quarters since. The position peaked at $24M in Q1 2026. 4,424 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Harvest Portfolios Group held 195,863 shares of Walmart Inc worth $22.2M as of Q2 2026.
Harvest Portfolios Group bought 2,416 Walmart Inc shares in Q2 2026, an estimated $300K.
Walmart Inc made up 0.31% of Harvest Portfolios Group's portfolio in Q2 2026, its #74 holding.
Harvest Portfolios Group first reported a position in Walmart Inc in Q1 2023 and has held it in 10 quarters since.
Harvest Portfolios Group's Walmart Inc position peaked at $24M in Q1 2026.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.