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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s WMT Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 72,501 shares — an estimated $8.08M sold.

Heritage Wealth Management (Ohio) first reported a position in WMT in Q2 2024 and held it in 7 quarters. The position peaked at $8.08M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 72,501 Walmart Inc shares in Q1 2026, an estimated $8.08M.
  • Heritage Wealth Management (Ohio) first reported a position in Walmart Inc in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Walmart Inc position peaked at $8.08M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.