Heritage Family Offices’s Walmart Inc WMT Stock Holding History

Heritage Family Offices’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	$1.33M	Buy	11,747 +1,549	+15%	+$192K	0.51%	48
2026 Q1	$1.27M	Buy	10,198 +2,505	+33%	+$308K	0.56%	42
2025 Q4	$857K	Buy	7,693 +674	+10%	+$72.4K	0.39%	62
2025 Q3	$723K	Buy	7,019 +614	+10%	+$61.1K	0.34%	70
2025 Q2	$545K	Hold	6,405	–	–	0.28%	88
2025 Q1	$562K	Hold	6,405	–	–	0.29%	85
2024 Q4	$579K	Buy	6,405 +300	+5%	+$26K	0.29%	77
2024 Q3	$493K	Buy	+6,105	New	+$448K	0.25%	82

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Family Offices's WMT Position: Q2 2026 in Review

Heritage Family Offices increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $192K and bringing the position to 11,747 shares worth $1.33M. The position accounts for 0.51% of the portfolio, ranked #48.

Heritage Family Offices first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Heritage Family Offices held 11,747 shares of Walmart Inc worth $1.33M as of Q2 2026.
Heritage Family Offices bought 1,549 Walmart Inc shares in Q2 2026, an estimated $192K.
Walmart Inc made up 0.51% of Heritage Family Offices's portfolio in Q2 2026, its #48 holding.
Heritage Family Offices first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.