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Heartland Bank & Trust’s Walmart Inc WMT Stock Holding History

Heartland Bank & Trust’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 		$4.42M Sell
39,002
-968
-2% -$120K 0.91% 26
2026
Q1 		$4.97M Buy
39,970
+20,709
+108% +$2.54M 1.12% 19
2025
Q4 		$2.15M Sell
19,261
-673
-3% -$72.3K 0.91% 22
2025
Q3 		$2.05M Sell
19,934
-6,755
-25% -$672K 0.85% 24
2025
Q2 		$2.61M Buy
26,689
+257
+1% +$24.5K 1.22% 16
2025
Q1 		$2.32M Buy
26,432
+2,446
+10% +$229K 1.19% 15
2024
Q4 		$2.17M Sell
23,986
-529
-2% -$45.9K 1.18% 17
2024
Q3 		$1.98M Sell
24,515
-2,139
-8% -$157K 1.07% 16
2024
Q2 		$1.8M Sell
26,654
-351
-1% -$22.1K 1.02% 16
2024
Q1 		$1.62M Buy
27,005
+5,519
+26% +$316K 0.94% 20
2023
Q4 		$1.13M Sell
21,486
-93
-0.4% -$4.92K 0.78% 24
2023
Q3 		$1.15M Buy
21,579
+291
+1% +$15.5K 0.91% 23
2023
Q2 		$1.12M Sell
21,288
-1,674
-7% -$84.5K 0.87% 24
2023
Q1 		$1.13M Sell
22,962
-7,773
-25% -$369K 0.85% 28
2022
Q4 		$1.45M Buy
+30,735
New +$1.46M 1.07% 18

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartland Bank & Trust's WMT Position: Q2 2026 in Review

Heartland Bank & Trust reduced its Walmart Inc (WMT) stake by 2.4% in Q2 2026, selling an estimated $120K and leaving 39,002 shares worth $4.42M. The position accounts for 0.91% of the portfolio, ranked #26.

Heartland Bank & Trust first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.97M in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Heartland Bank & Trust held 39,002 shares of Walmart Inc worth $4.42M as of Q2 2026.
  • Heartland Bank & Trust sold 968 Walmart Inc shares in Q2 2026, an estimated $120K.
  • Walmart Inc made up 0.91% of Heartland Bank & Trust's portfolio in Q2 2026, its #26 holding.
  • Heartland Bank & Trust first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Heartland Bank & Trust's Walmart Inc position peaked at $4.97M in Q1 2026.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.