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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Heartwood Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.07% in Q2 2026, selling an estimated $745 and leaving 8,959 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #105.

Heartwood Wealth Advisors first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Heartwood Wealth Advisors held 8,959 shares of Walmart Inc worth $1.01M as of Q2 2026.
Heartwood Wealth Advisors sold 6 Walmart Inc shares in Q2 2026, an estimated $745.
Walmart Inc made up 0.08% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Heartwood Wealth Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
Heartwood Wealth Advisors's Walmart Inc position peaked at $1.11M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.