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Hedeker Wealth’s Walmart Inc WMT Stock Holding History

Hedeker Wealth’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
Q1 		$5.05M Sell
40,627
-283
-0.7% -$34.7K 1.07% 31
2025
Q4 		$4.56M Sell
40,910
-2,136
-5% -$229K 0.96% 38
2025
Q3 		$4.44M Sell
43,046
-1,224
-3% -$122K 0.92% 37
2025
Q2 		$4.33M Buy
44,270
+23,178
+110% +$2.21M 1.01% 33
2025
Q1 		$1.85M Buy
+21,092
New +$1.98M 0.5% 52
2022
Q1 		– Sell
-35,223
Closed -$1.7M – 98
2021
Q4 		$1.7M Sell
35,223
-1,278
-4% -$61K 0.49% 63
2021
Q3 		$1.7M Sell
36,501
-16,683
-31% -$804K 0.52% 60
2021
Q2 		$2.5M Sell
53,184
-23,823
-31% -$1.11M 0.78% 50
2021
Q1 		$3.49M Buy
77,007
+1,245
+2% +$57.7K 1.22% 33
2020
Q4 		$3.64M Buy
75,762
+3,828
+5% +$186K 1.27% 29
2020
Q3 		$3.35M Buy
71,934
+28,410
+65% +$1.26M 1.59% 28
2020
Q2 		$1.74M Buy
+43,524
New +$1.79M 0.9% 47
2016
Q1 		– Sell
-99,165
Closed -$2.03M – 163
2015
Q4 		$2.03M Sell
99,165
-1,230
-1% -$24.7K 1.79% 16
2015
Q3 		$2.17M Buy
100,395
+2,109
+2% +$48.4K 1.89% 16
2015
Q2 		$2.32M Buy
98,286
+1,350
+1% +$34.4K 1.87% 18
2015
Q1 		$2.56M Buy
96,936
+90
+0.1% +$2.55K 2.12% 15
2014
Q4 		$2.77M Buy
+96,846
New +$2.62M 2.24% 14

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hedeker Wealth's WMT Position: Q1 2026 in Review

Hedeker Wealth reduced its Walmart Inc (WMT) stake by 0.69% in Q1 2026, selling an estimated $34.7K and leaving 40,627 shares worth $5.05M. The position accounts for 1.07% of the portfolio, ranked #31.

Hedeker Wealth first reported a position in WMT in Q4 2014 and has held it in 17 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Hedeker Wealth held 40,627 shares of Walmart Inc worth $5.05M as of Q1 2026.
  • Hedeker Wealth sold 283 Walmart Inc shares in Q1 2026, an estimated $34.7K.
  • Walmart Inc made up 1.07% of Hedeker Wealth's portfolio in Q1 2026, its #31 holding.
  • Hedeker Wealth first reported a position in Walmart Inc in Q4 2014 and has held it in 17 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.