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Heritage Wealth Architects’s Walmart Inc WMT Stock Holding History

Heritage Wealth Architects’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 		$345K Hold
3,002
– – 0.14% 61
2026
Q1 		$395K Sell
3,002
-318
-10% -$39K 0.17% 56
2025
Q4 		$391K Buy
+3,320
New +$356K 0.18% 56

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Heritage Wealth Architects's WMT Position: Q2 2026 in Review

Heritage Wealth Architects held its Walmart Inc (WMT) position steady in Q2 2026 at 3,002 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #61.

Heritage Wealth Architects first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $395K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Heritage Wealth Architects held 3,002 shares of Walmart Inc worth $345K as of Q2 2026.
  • Heritage Wealth Architects left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.14% of Heritage Wealth Architects's portfolio in Q2 2026, its #61 holding.
  • Heritage Wealth Architects first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Architects's Walmart Inc position peaked at $395K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.