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Henson-Edgewater Management’s Walmart Inc WMT Stock Holding History

Henson-Edgewater 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
2026
Q2 		$6.82M Sell
58,824
-568
-1% -$70.5K 3.55% 9
2026
Q1 		$7.38M Sell
59,392
-604
-1% -$74.2K 4.7% 6
2025
Q4 		$6.68M Buy
+59,996
New +$6.44M 3.95% 8

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

Henson-Edgewater Management's WMT Position: Q2 2026 in Review

Henson-Edgewater Management reduced its Walmart Inc (WMT) stake by 0.96% in Q2 2026, selling an estimated $70.5K and leaving 58,824 shares worth $6.82M. The position accounts for 3.55% of the portfolio, ranked #9.

Henson-Edgewater Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.38M in Q1 2026. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Henson-Edgewater Management held 58,824 shares of Walmart Inc worth $6.82M as of Q2 2026.
  • Henson-Edgewater Management sold 568 Walmart Inc shares in Q2 2026, an estimated $70.5K.
  • Walmart Inc made up 3.55% of Henson-Edgewater Management's portfolio in Q2 2026, its #9 holding.
  • Henson-Edgewater Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Henson-Edgewater Management's Walmart Inc position peaked at $7.38M in Q1 2026.
  • 4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.