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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Portfolios Group's WMT Position: Q1 2026 in Review

Harvest Portfolios Group reduced its Walmart Inc (WMT) stake by 6.4% in Q1 2026, selling an estimated $1.61M and leaving 193,447 shares worth $24M. The position accounts for 0.4% of the portfolio, ranked #70.

Harvest Portfolios Group first reported a position in WMT in Q1 2023 and has held it in 9 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Harvest Portfolios Group held 193,447 shares of Walmart Inc worth $24M as of Q1 2026.
Harvest Portfolios Group sold 13,123 Walmart Inc shares in Q1 2026, an estimated $1.61M.
Walmart Inc made up 0.4% of Harvest Portfolios Group's portfolio in Q1 2026, its #70 holding.
Harvest Portfolios Group first reported a position in Walmart Inc in Q1 2023 and has held it in 9 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.