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Hemington Wealth Management’s Walmart Inc WMT Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$586K Buy
5,695
+99
+2% +$9.86K 0.08% 76
2025
Q2 		$547K Buy
5,596
+173
+3% +$16.5K 0.08% 73
2025
Q1 		$476K Buy
5,423
+271
+5% +$25.4K 0.07% 76
2024
Q4 		$465K Buy
5,152
+356
+7% +$30.9K 0.12% 76
2024
Q3 		$393K Buy
4,796
+125
+3% +$9.18K 0.11% 84
2024
Q2 		$316K Buy
4,671
+257
+6% +$16.2K 0.11% 90
2024
Q1 		$266K Sell
4,414
-245
-5% -$14K 0.1% 96
2023
Q4 		$245K Buy
4,659
+297
+7% +$15.7K 0.09% 95
2023
Q3 		$232K Sell
4,362
-867
-17% -$46.1K 0.11% 84
2023
Q2 		$273K Sell
5,229
-192
-4% -$9.69K 0.11% 87
2023
Q1 		$266K Sell
5,421
-129
-2% -$6.12K 0.11% 86
2022
Q4 		$262K Buy
5,550
+6
+0.1% +$285 0.11% 84
2022
Q3 		$240K Buy
5,544
+105
+2% +$4.6K 0.1% 82
2022
Q2 		$220K Sell
5,439
-309
-5% -$14.2K 0.09% 97
2022
Q1 		$285K Buy
+5,748
New +$270K 0.1% 91
2021
Q4 		– Sell
-5,661
Closed -$263K – 100
2021
Q3 		$263K Buy
5,661
+81
+1% +$3.9K 0.1% 83
2021
Q2 		$262K Buy
5,580
+144
+3% +$6.71K 0.11% 78
2021
Q1 		$246K Buy
+5,436
New +$252K 0.1% 79

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hemington Wealth Management's WMT Position: Q3 2025 in Review

Hemington Wealth Management increased its Walmart Inc (WMT) stake by 1.8% in Q3 2025, buying an estimated $9.86K and bringing the position to 5,695 shares worth $586K. The position accounts for 0.08% of the portfolio, ranked #76.

Hemington Wealth Management first reported a position in WMT in Q1 2021 and has held it in 18 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Hemington Wealth Management held 5,695 shares of Walmart Inc worth $586K as of Q3 2025.
  • Hemington Wealth Management bought 99 Walmart Inc shares in Q3 2025, an estimated $9.86K.
  • Walmart Inc made up 0.08% of Hemington Wealth Management's portfolio in Q3 2025, its #76 holding.
  • Hemington Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 18 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.