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HBW Advisory Services’s Walmart Inc WMT Stock Holding History

HBW Advisory Services’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 		$1.23M Buy
10,872
+709
+7% +$88K 0.11% 182
2026
Q1 		$1.26M Sell
10,163
-974
-9% -$120K 0.13% 162
2025
Q4 		$1.24M Buy
11,137
+6,421
+136% +$689K 0.13% 160
2025
Q3 		$486K Buy
4,716
+186
+4% +$18.5K 0.05% 263
2025
Q2 		$443K Buy
4,530
+923
+26% +$87.9K 0.05% 256
2025
Q1 		$317K Buy
3,607
+42
+1% +$3.94K 0.05% 279
2024
Q4 		$322K Sell
3,565
-370
-9% -$32.1K 0.03% 267
2024
Q3 		$318K Sell
3,935
-889
-18% -$65.3K 0.05% 267
2024
Q2 		$327K Buy
4,824
+3,291
+215% +$207K 0.05% 246
2024
Q1 		$242K Sell
1,533
-3,066
-67% -$175K 0.05% 264
2023
Q4 		$242K Sell
4,599
-108
-2% -$5.71K 0.05% 264
2023
Q3 		$251K Sell
4,707
-1,287
-21% -$68.5K 0.05% 236
2023
Q2 		$314K Buy
5,994
+537
+10% +$27.1K 0.07% 223
2023
Q1 		$268K Buy
5,457
+630
+13% +$29.9K 0.07% 217
2022
Q4 		$228K Sell
4,827
-1,701
-26% -$80.8K 0.06% 230
2022
Q3 		$282K Sell
6,528
-5,598
-46% -$245K 0.08% 183
2022
Q2 		$249K Buy
12,126
+624
+5% +$28.8K 0.06% 194
2022
Q1 		$571K Sell
11,502
-1,137
-9% -$53.4K 0.2% 123
2021
Q4 		$610K Sell
12,639
-960
-7% -$45.8K 0.14% 140
2021
Q3 		$632K Sell
13,599
-1,635
-11% -$78.8K 0.16% 132
2021
Q2 		$716K Sell
15,234
-234
-2% -$10.9K 0.19% 123
2021
Q1 		$700K Sell
15,468
-477
-3% -$22.1K 0.19% 120
2020
Q4 		$766K Buy
15,945
+3,426
+27% +$166K 0.23% 94
2020
Q3 		$584K Buy
12,519
+1,653
+15% +$73.5K 0.24% 102
2020
Q2 		$434K Buy
+10,866
New +$447K 0.2% 117
2020
Q1 		– Sell
-5,376
Closed -$208K – 150
2019
Q4 		$208K Buy
+5,376
New +$213K 0.12% 134

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HBW Advisory Services's WMT Position: Q2 2026 in Review

HBW Advisory Services increased its Walmart Inc (WMT) stake by 7% in Q2 2026, buying an estimated $88K and bringing the position to 10,872 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #182.

HBW Advisory Services first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HBW Advisory Services held 10,872 shares of Walmart Inc worth $1.23M as of Q2 2026.
  • HBW Advisory Services bought 709 Walmart Inc shares in Q2 2026, an estimated $88K.
  • Walmart Inc made up 0.11% of HBW Advisory Services's portfolio in Q2 2026, its #182 holding.
  • HBW Advisory Services first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • HBW Advisory Services's Walmart Inc position peaked at $1.26M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.