HWM
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HB Wealth Management’s Walmart Inc WMT Stock Holding History

HB Wealth Management’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 		$54.4M Buy
437,733
+10,830
+3% +$1.33M 0.35% 43
2025
Q4 		$47.6M Buy
426,903
+9,310
+2% +$1,000K 0.31% 46
2025
Q3 		$43M Buy
417,593
+33,889
+9% +$3.37M 0.29% 45
2025
Q2 		$37.5M Sell
383,704
-3,556
-0.9% -$339K 0.3% 47
2025
Q1 		$34M Buy
387,260
+37,623
+11% +$3.53M 0.28% 48
2024
Q4 		$31.6M Buy
349,637
+4,592
+1% +$398K 0.32% 37
2024
Q3 		$27.9M Buy
345,045
+4,823
+1% +$354K 0.3% 39
2024
Q2 		$23M Buy
340,222
+34,369
+11% +$2.16M 0.27% 43
2024
Q1 		$18.4M Buy
305,853
+13,968
+5% +$799K 0.23% 49
2023
Q4 		$15.3M Buy
291,885
+3,480
+1% +$184K 0.22% 53
2023
Q3 		$15.4M Buy
288,405
+15,750
+6% +$838K 0.25% 47
2023
Q2 		$14.3M Buy
272,655
+8,289
+3% +$418K 0.23% 50
2023
Q1 		$13M Sell
264,366
-180
-0.1% -$8.54K 0.23% 51
2022
Q4 		$12.5M Buy
264,546
+37,158
+16% +$1.76M 0.23% 53
2022
Q3 		$9.83M Buy
227,388
+9,894
+5% +$433K 0.21% 55
2022
Q2 		$8.81M Buy
217,494
+34,998
+19% +$1.61M 0.18% 57
2022
Q1 		$9.06M Buy
182,496
+32,694
+22% +$1.53M 0.17% 58
2021
Q4 		$7.22M Buy
+149,802
New +$7.15M 0.15% 60

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HB Wealth Management's WMT Position: Q1 2026 in Review

HB Wealth Management increased its Walmart Inc (WMT) stake by 2.5% in Q1 2026, buying an estimated $1.33M and bringing the position to 437,733 shares worth $54.4M. The position accounts for 0.35% of the portfolio, ranked #43.

HB Wealth Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • HB Wealth Management held 437,733 shares of Walmart Inc worth $54.4M as of Q1 2026.
  • HB Wealth Management bought 10,830 Walmart Inc shares in Q1 2026, an estimated $1.33M.
  • Walmart Inc made up 0.35% of HB Wealth Management's portfolio in Q1 2026, its #43 holding.
  • HB Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.