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Henderson Brothers Financial Partners’s Walmart Inc WMT Stock Holding History

Henderson Brothers Financial Partners’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 		$338K Sell
2,983
-2,902
-49% -$360K 0.16% 56
2026
Q1 		$731K Buy
+5,885
New +$723K 0.19% 53
2025
Q1 		$344K Buy
+3,085
New +$289K 0.17% 53

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Henderson Brothers Financial Partners's WMT Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Walmart Inc (WMT) stake by 49% in Q2 2026, selling an estimated $360K and leaving 2,983 shares worth $338K. The position accounts for 0.16% of the portfolio, ranked #56.

Henderson Brothers Financial Partners first reported a position in WMT in Q1 2025 and has held it in 3 quarters since. The position peaked at $731K in Q1 2026. 4,370 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Henderson Brothers Financial Partners held 2,983 shares of Walmart Inc worth $338K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 2,902 Walmart Inc shares in Q2 2026, an estimated $360K.
  • Walmart Inc made up 0.16% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #56 holding.
  • Henderson Brothers Financial Partners first reported a position in Walmart Inc in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's Walmart Inc position peaked at $731K in Q1 2026.
  • 4,370 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.