Heritage Wealth Management (California)’s Walmart Inc WMT Stock Holding History

Heritage Wealth Management (California)’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	$1.39M	Buy	12,273 +574	+5%	+$71.3K	0.53%	42
2026 Q1	$1.45M	Buy	11,699 +1,275	+12%	+$157K	0.8%	35
2025 Q4	$1.16M	Buy	10,424 +35	+0.3%	+$3.76K	0.74%	39
2025 Q3	$1.07M	Sell	10,389 -22	-0.2%	-$2.19K	0.72%	40
2025 Q2	$1.02M	Buy	10,411 +26	+0.3%	+$2.48K	0.68%	39
2025 Q1	$912K	Sell	10,385 -22	-0.2%	-$2.06K	0.69%	36
2024 Q4	$940K	Buy	10,407 +67	+0.6%	+$5.81K	0.68%	36
2024 Q3	$835K	Buy	10,340 +93	+0.9%	+$6.83K	0.59%	42
2024 Q2	$694K	Buy	10,247 +30	+0.3%	+$1.89K	0.51%	42
2024 Q1	$615K	Buy	10,217 +296	+3%	+$16.9K	0.46%	45
2023 Q4	$521K	Buy	+9,921	New	+$525K	0.42%	45

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Heritage Wealth Management (California)'s WMT Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Walmart Inc (WMT) stake by 4.9% in Q2 2026, buying an estimated $71.3K and bringing the position to 12,273 shares worth $1.39M. The position accounts for 0.53% of the portfolio, ranked #42.

Heritage Wealth Management (California) first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Heritage Wealth Management (California) held 12,273 shares of Walmart Inc worth $1.39M as of Q2 2026.
Heritage Wealth Management (California) bought 574 Walmart Inc shares in Q2 2026, an estimated $71.3K.
Walmart Inc made up 0.53% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #42 holding.
Heritage Wealth Management (California) first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Management (California)'s Walmart Inc position peaked at $1.45M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.