Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s Walmart Inc WMT Stock Holding History

Hazlett, Burt & Watson’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 		$1.13M Buy
10,890
+307
+3% +$33.7K 0.29% 95
2026
Q2 		$1.2M Buy
10,583
+850
+9% +$106K 0.32% 83
2026
Q1 		$1.21M Buy
9,733
+399
+4% +$49K 0.38% 67
2025
Q4 		$1.03M Buy
9,334
+584
+7% +$62.7K 0.33% 72
2025
Q3 		$901K Buy
8,750
+2,189
+33% +$218K 0.32% 72
2025
Q2 		$642K Sell
6,561
-166
-2% -$15.8K 0.26% 91
2025
Q1 		$589K Buy
6,727
+811
+14% +$76.1K 0.26% 87
2024
Q4 		$536K Sell
5,916
-188
-3% -$16.3K 0.24% 95
2024
Q3 		$495K Sell
6,104
-73
-1% -$5.36K 0.23% 99
2024
Q2 		$417K Buy
6,177
+954
+18% +$60.1K 0.21% 102
2024
Q1 		$315K Buy
5,223
+96
+2% +$5.49K 0.19% 117
2023
Q4 		$271K Buy
5,127
+21
+0.4% +$1.11K 0.18% 125
2023
Q3 		$274K Buy
5,106
+123
+2% +$6.54K 0.2% 109
2023
Q2 		$261K Sell
4,983
-1,173
-19% -$59.2K 0.19% 111
2023
Q1 		$302K Buy
6,156
+162
+3% +$7.69K 0.25% 87
2022
Q4 		$284K Hold
5,994
– – 0.25% 90
2022
Q3 		$258K Sell
5,994
-45
-0.7% -$1.97K 0.25% 88
2022
Q2 		$243K Buy
6,039
+15
+0.2% +$692 0.22% 98
2022
Q1 		$299K Buy
+6,024
New +$283K 0.24% 88

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

Hazlett, Burt & Watson's WMT Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Walmart Inc (WMT) stake by 2.9% in Q3 2026, buying an estimated $33.7K and bringing the position to 10,890 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #95.

Hazlett, Burt & Watson first reported a position in WMT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.21M in Q1 2026. 3,464 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Hazlett, Burt & Watson held 10,890 shares of Walmart Inc worth $1.13M as of Q3 2026.
  • Hazlett, Burt & Watson bought 307 Walmart Inc shares in Q3 2026, an estimated $33.7K.
  • Walmart Inc made up 0.29% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #95 holding.
  • Hazlett, Burt & Watson first reported a position in Walmart Inc in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's Walmart Inc position peaked at $1.21M in Q1 2026.
  • 3,464 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.