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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Family Offices's WMT Position: Q1 2026 in Review

Heritage Family Offices increased its Walmart Inc (WMT) stake by 33% in Q1 2026, buying an estimated $308K and bringing the position to 10,198 shares worth $1.27M. The position accounts for 0.56% of the portfolio, ranked #42.

Heritage Family Offices first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,423 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Heritage Family Offices held 10,198 shares of Walmart Inc worth $1.27M as of Q1 2026.
Heritage Family Offices bought 2,505 Walmart Inc shares in Q1 2026, an estimated $308K.
Walmart Inc made up 0.56% of Heritage Family Offices's portfolio in Q1 2026, its #42 holding.
Heritage Family Offices first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
4,423 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.