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

Heritage Wealth Management (Ohio)’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	$7.99M	Buy	+70,520	New	+$8.75M	1.99%	7
2026 Q1	–	Sell	-72,501	Closed	-$8.08M	–	261
2025 Q4	$8.08M	Sell	72,501 -563	-0.8%	-$60.5K	2.25%	7
2025 Q3	$7.53M	Sell	73,064 -939	-1%	-$93.5K	2.21%	6
2025 Q2	$7.24M	Sell	74,003 -2,646	-3%	-$252K	2.34%	6
2025 Q1	$6.73M	Sell	76,649 -2,800	-4%	-$263K	2.29%	7
2024 Q4	$7.18M	Sell	79,449 -929	-1%	-$80.6K	2.39%	7
2024 Q3	$6.49M	Buy	80,378 +325	+0.4%	+$23.9K	2.13%	7
2024 Q2	$5.61M	Buy	+80,053	New	+$5.04M	1.88%	7

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 $3.37T AUM 44.26% 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 Wealth Management (Ohio)'s WMT Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Walmart Inc (WMT) in Q2 2026: 70,520 shares worth $7.99M. The stake represents 1.99% of the portfolio and ranks #7 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in WMT as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.08M in Q4 2025. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Heritage Wealth Management (Ohio) held 70,520 shares of Walmart Inc worth $7.99M as of Q2 2026.
Walmart Inc was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Walmart Inc made up 1.99% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #7 holding.
Heritage Wealth Management (Ohio) first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Walmart Inc position peaked at $8.08M in Q4 2025.
4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.