Heritage Financial Services’s Walmart Inc WMT Stock Holding History

Heritage Financial Services’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 Q4	$350K	Buy	3,144 +133	+4%	+$14.3K	0.03%	87
2025 Q3	$310K	Buy	3,011 +14	+0.5%	+$1.39K	0.03%	97
2025 Q2	$293K	Hold	2,997	–	–	0.03%	93
2025 Q1	$263K	Buy	2,997 +119	+4%	+$11.2K	0.03%	98
2024 Q4	$260K	Buy	2,878 +9	+0.3%	+$781	0.03%	93
2024 Q3	$232K	Buy	+2,869	New	+$211K	0.03%	94
2022 Q3	–	Sell	-4,032	Closed	-$163K	–	495
2022 Q2	$163K	Buy	+4,032	New	+$186K	0.09%	80

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heritage Financial Services's WMT Position: Q4 2025 in Review

Heritage Financial Services increased its Walmart Inc (WMT) stake by 4.4% in Q4 2025, buying an estimated $14.3K and bringing the position to 3,144 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #87.

Heritage Financial Services first reported a position in WMT in Q2 2022 and has held it in 7 quarters since. 4,387 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Heritage Financial Services held 3,144 shares of Walmart Inc worth $350K as of Q4 2025.
Heritage Financial Services bought 133 Walmart Inc shares in Q4 2025, an estimated $14.3K.
Walmart Inc made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #87 holding.
Heritage Financial Services first reported a position in Walmart Inc in Q2 2022 and has held it in 7 quarters since.
4,387 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.