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HCR Wealth Advisors’s Walmart Inc WMT Stock Holding History

HCR Wealth Advisors’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 		$3.97M Sell
35,069
-99
-0.3% -$12.3K 0.36% 48
2026
Q1 		$4.37M Sell
35,168
-66
-0.2% -$8.1K 0.45% 40
2025
Q4 		$3.93M Buy
35,234
+499
+1% +$53.6K 0.39% 42
2025
Q3 		$3.53M Buy
34,735
+80
+0.2% +$7.96K 0.37% 44
2025
Q2 		$3.39M Sell
34,655
-12
-0% -$1.14K 0.4% 42
2025
Q1 		$3.04M Sell
34,667
-130
-0.4% -$12.2K 0.4% 44
2024
Q4 		$3.14M Sell
34,797
-160
-0.5% -$13.9K 0.39% 43
2024
Q3 		$2.82M Buy
34,957
+397
+1% +$29.2K 0.37% 45
2024
Q2 		$2.34M Sell
34,560
-439
-1% -$27.6K 0.33% 49
2024
Q1 		$2.11M Buy
34,999
+34
+0.1% +$1.95K 0.32% 57
2023
Q4 		$1.84M Buy
34,965
+3,219
+10% +$170K 0.29% 59
2023
Q3 		$1.69M Sell
31,746
-753
-2% -$40.1K 0.37% 49
2023
Q2 		$1.7M Buy
32,499
+60
+0.2% +$3.03K 0.32% 64
2023
Q1 		$1.6M Hold
32,439
– – 0.32% 65
2022
Q4 		$1.54M Sell
32,439
-177
-0.5% -$8.41K 0.32% 68
2022
Q3 		$1.41M Sell
32,616
-72
-0.2% -$3.15K 0.3% 68
2022
Q2 		$1.32M Sell
32,688
-1,764
-5% -$81.3K 0.27% 72
2022
Q1 		$1.71M Sell
34,452
-1,404
-4% -$65.9K 0.28% 68
2021
Q4 		$1.73M Buy
35,856
+414
+1% +$19.8K 0.27% 78
2021
Q3 		$1.65M Sell
35,442
-60
-0.2% -$2.89K 0.27% 80
2021
Q2 		$1.67M Sell
35,502
-309
-0.9% -$14.4K 0.29% 75
2021
Q1 		$1.62M Sell
35,811
-777
-2% -$36K 0.32% 69
2020
Q4 		$1.76M Buy
36,588
+1,629
+5% +$79.1K 0.37% 58
2020
Q3 		$1.63M Buy
34,959
+651
+2% +$28.9K 0.37% 54
2020
Q2 		$1.37M Buy
34,308
+198
+0.6% +$8.14K 0.32% 53
2020
Q1 		$1.29M Sell
34,110
-405
-1% -$15.6K 0.37% 49
2019
Q4 		$1.37M Buy
34,515
+333
+1% +$13.2K 0.33% 56
2019
Q3 		$1.35M Buy
34,182
+507
+2% +$19.1K 0.45% 52
2019
Q2 		$1.24M Sell
33,675
-303
-0.9% -$10.4K 0.35% 54
2019
Q1 		$1.1M Buy
33,978
+546
+2% +$17.7K 0.31% 66
2018
Q4 		$1.03M Sell
33,432
-1,131
-3% -$36.3K 0.33% 65
2018
Q3 		$1.12M Sell
34,563
-1,308
-4% -$40K 0.37% 65
2018
Q2 		$1.02M Buy
35,871
+900
+3% +$25.6K 0.34% 75
2018
Q1 		$1.03M Buy
34,971
+1,665
+5% +$53.6K 0.36% 71
2017
Q4 		$1.09M Buy
33,306
+1,863
+6% +$57K 0.38% 63
2017
Q3 		$817K Sell
31,443
-17,370
-36% -$456K 0.34% 72
2017
Q2 		$1.23M Sell
48,813
-687
-1% -$17.4K 0.61% 38
2017
Q1 		$1.19M Sell
49,500
-6,324
-11% -$146K 0.61% 38
2016
Q4 		$1.29M Buy
+55,824
New +$1.3M 0.68% 37

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

HCR Wealth Advisors's WMT Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.28% in Q2 2026, selling an estimated $12.3K and leaving 35,069 shares worth $3.97M. The position accounts for 0.36% of the portfolio, ranked #48.

HCR Wealth Advisors first reported a position in WMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.37M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HCR Wealth Advisors held 35,069 shares of Walmart Inc worth $3.97M as of Q2 2026.
  • HCR Wealth Advisors sold 99 Walmart Inc shares in Q2 2026, an estimated $12.3K.
  • Walmart Inc made up 0.36% of HCR Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • HCR Wealth Advisors first reported a position in Walmart Inc in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's Walmart Inc position peaked at $4.37M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.