Heck Capital Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.43M | Buy |
12,624
+12
| +0.1% | +$1.49K | 0.09% | 108 |
|
|
2026
Q1 | $1.57M | Sell |
12,612
-47
| -0.4% | -$5.77K | 0.12% | 90 |
|
|
2025
Q4 | $1.41M | Sell |
12,659
-101
| -0.8% | -$10.8K | 0.11% | 99 |
|
|
2025
Q3 | $1.32M | Buy |
12,760
+83
| +0.7% | +$8.26K | 0.1% | 103 |
|
|
2025
Q2 | $1.24M | Buy |
12,677
+3,695
| +41% | +$352K | 0.11% | 94 |
|
|
2025
Q1 | $789K | Buy |
8,982
+2,114
| +31% | +$198K | 0.09% | 92 |
|
|
2024
Q4 | $621K | Sell |
6,868
-20
| -0.3% | -$1.74K | 0.07% | 101 |
|
|
2024
Q3 | $556K | Sell |
6,888
-5,308
| -44% | -$390K | 0.06% | 102 |
|
|
2024
Q2 | $826K | Sell |
12,196
-9
| -0.1% | -$567 | 0.1% | 87 |
|
|
2024
Q1 | $734K | Buy |
12,205
+130
| +1% | +$7.44K | 0.11% | 86 |
|
|
2023
Q4 | $635K | Sell |
12,075
-1,107
| -8% | -$58.6K | 0.1% | 88 |
|
|
2023
Q3 | $703K | Sell |
13,182
-159
| -1% | -$8.46K | 0.13% | 83 |
|
|
2023
Q2 | $699K | Sell |
13,341
-297
| -2% | -$15K | 0.12% | 79 |
|
|
2023
Q1 | $670K | Buy |
13,638
+492
| +4% | +$23.4K | 0.13% | 71 |
|
|
2022
Q4 | $621K | Buy |
13,146
+198
| +2% | +$9.4K | 0.12% | 77 |
|
|
2022
Q3 | $560K | Buy |
12,948
+228
| +2% | +$9.99K | 0.12% | 82 |
|
|
2022
Q2 | $515K | Sell |
12,720
-1,560
| -11% | -$71.9K | 0.1% | 83 |
|
|
2022
Q1 | $709K | Buy |
14,280
+3,468
| +32% | +$163K | 0.13% | 77 |
|
|
2021
Q4 | $521K | Sell |
10,812
-798
| -7% | -$38.1K | 0.09% | 85 |
|
|
2021
Q3 | $539K | Sell |
11,610
-186
| -2% | -$8.96K | 0.11% | 83 |
|
|
2021
Q2 | $554K | Buy |
11,796
+162
| +1% | +$7.55K | 0.11% | 83 |
|
|
2021
Q1 | $527K | Sell |
11,634
-303
| -3% | -$14K | 0.12% | 81 |
|
|
2020
Q4 | $574K | Buy |
11,937
+3
| +0% | +$146 | 0.14% | 66 |
|
|
2020
Q3 | $557K | Buy |
11,934
+942
| +9% | +$41.9K | 0.16% | 57 |
|
|
2020
Q2 | $439K | Buy |
10,992
+5,745
| +109% | +$236K | 0.09% | 57 |
|
|
2020
Q1 | $199K | Sell |
5,247
-168
| -3% | -$6.46K | 0.06% | 74 |
|
|
2019
Q4 | $215K | Buy |
5,415
+186
| +4% | +$7.39K | 0.05% | 87 |
|
|
2019
Q3 | $207K | Buy |
5,229
+207
| +4% | +$7.81K | 0.06% | 83 |
|
|
2019
Q2 | $185K | Buy |
5,022
+168
| +3% | +$5.79K | 0.05% | 83 |
|
|
2019
Q1 | $158K | Buy |
4,854
+174
| +4% | +$5.64K | 0.05% | 80 |
|
|
2018
Q4 | $145K | Sell |
4,680
-78
| -2% | -$2.5K | 0.05% | 84 |
|
|
2018
Q3 | $149K | Sell |
4,758
-285
| -6% | -$8.72K | 0.05% | 82 |
|
|
2018
Q2 | $144K | Buy |
+5,043
| New | +$143K | 0.05% | 84 |
|
Other funds holding WMT
Heck Capital Advisors's WMT Position: Q2 2026 in Review
Heck Capital Advisors increased its Walmart Inc (WMT) stake by 0.1% in Q2 2026, buying an estimated $1.49K and bringing the position to 12,624 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #108.
Heck Capital Advisors first reported a position in WMT in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.57M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Heck Capital Advisors held 12,624 shares of Walmart Inc worth $1.43M as of Q2 2026.
- Heck Capital Advisors bought 12 Walmart Inc shares in Q2 2026, an estimated $1.49K.
- Walmart Inc made up 0.09% of Heck Capital Advisors's portfolio in Q2 2026, its #108 holding.
- Heck Capital Advisors first reported a position in Walmart Inc in Q2 2018 and has held it in 33 quarters since.
- Heck Capital Advisors's Walmart Inc position peaked at $1.57M in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.