HBE Wealth Management’s Walmart Inc WMT Stock Holding History

HBE 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 Q2	–	Sell	-2,577	Closed	-$320K	–	61
2026 Q1	$320K	Buy	2,577 +104	+4%	+$12.8K	0.28%	39
2025 Q4	$275K	Buy	+2,473	New	+$266K	0.26%	37

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 $3.37T AUM 44.26% 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

HBE Wealth Management's WMT Position: Q2 2026 in Review

HBE Wealth Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 2,577 shares — an estimated $320K sold.

HBE Wealth Management first reported a position in WMT in Q4 2025 and held it in 2 quarters. The position peaked at $320K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

HBE Wealth Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
HBE Wealth Management sold 2,577 Walmart Inc shares in Q2 2026, an estimated $320K.
HBE Wealth Management first reported a position in Walmart Inc in Q4 2025 and held it in 2 quarters.
HBE Wealth Management's Walmart Inc position peaked at $320K in Q1 2026.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HBE Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.