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HFM Investment Advisors’s Walmart Inc WMT Stock Holding History

HFM Investment Advisors’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 		$49K Sell
433
-118
-21% -$14.6K 0.02% 51
2026
Q1 		$68.5K Sell
551
-77
-12% -$9.45K 0.03% 43
2025
Q4 		$70K Buy
628
+573
+1,042% +$61.5K 0.03% 44
2025
Q3 		$5.67K Sell
55
-7
-11% -$697 ﹤0.01% 120
2025
Q2 		$6.06K Buy
62
+37
+148% +$3.52K ﹤0.01% 112
2025
Q1 		$2.19K Buy
+25
New +$2.35K ﹤0.01% 130

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HFM Investment Advisors's WMT Position: Q2 2026 in Review

HFM Investment Advisors reduced its Walmart Inc (WMT) stake by 21% in Q2 2026, selling an estimated $14.6K and leaving 433 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #51.

HFM Investment Advisors first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $70K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HFM Investment Advisors held 433 shares of Walmart Inc worth $49K as of Q2 2026.
  • HFM Investment Advisors sold 118 Walmart Inc shares in Q2 2026, an estimated $14.6K.
  • Walmart Inc made up 0.02% of HFM Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • HFM Investment Advisors first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Walmart Inc position peaked at $70K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.