HWA
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Heartwood Wealth Advisors’s Walmart Inc WMT Stock Holding History

Heartwood 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
Q3 		$951K Buy
9,153
+194
+2% +$21.3K 0.08% 107
2026
Q2 		$1.01M Sell
8,959
-6
-0.1% -$745 0.08% 105
2026
Q1 		$1.11M Sell
8,965
-569
-6% -$69.9K 0.1% 92
2025
Q4 		$1.06M Buy
9,534
+925
+11% +$99.3K 0.1% 84
2025
Q3 		$887K Buy
8,609
+1
+0% +$100 0.08% 93
2025
Q2 		$842K Hold
8,608
– – 0.09% 92
2025
Q1 		$756K Sell
8,608
-200
-2% -$18.8K 0.09% 86
2024
Q4 		$796K Buy
8,808
+360
+4% +$31.2K 0.09% 81
2024
Q3 		$682K Buy
8,448
+642
+8% +$47.1K 0.08% 87
2024
Q2 		$529K Buy
7,806
+3,702
+90% +$233K 0.06% 94
2024
Q1 		$247K Sell
4,104
-498
-11% -$28.5K 0.03% 137
2023
Q4 		$242K Buy
4,602
+498
+12% +$26.4K 0.03% 121
2023
Q3 		$219K Hold
4,104
– – 0.03% 125
2023
Q2 		$215K Hold
4,104
– – 0.03% 129
2023
Q1 		$202K Buy
+4,104
New +$195K 0.03% 130

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Heartwood Wealth Advisors's WMT Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Walmart Inc (WMT) stake by 2.2% in Q3 2026, buying an estimated $21.3K and bringing the position to 9,153 shares worth $951K. The position accounts for 0.08% of the portfolio, ranked #107.

Heartwood Wealth Advisors first reported a position in WMT in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.11M in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Heartwood Wealth Advisors held 9,153 shares of Walmart Inc worth $951K as of Q3 2026.
  • Heartwood Wealth Advisors bought 194 Walmart Inc shares in Q3 2026, an estimated $21.3K.
  • Walmart Inc made up 0.08% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #107 holding.
  • Heartwood Wealth Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 15 quarters since.
  • Heartwood Wealth Advisors's Walmart Inc position peaked at $1.11M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.