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HHM Wealth Advisors’s Walmart Inc WMT Stock Holding History

HHM Wealth 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 		$1.95M Buy
17,218
+243
+1% +$30.2K 0.2% 48
2026
Q1 		$2.11M Sell
16,975
-2,414
-12% -$296K 0.24% 38
2025
Q4 		$2.16M Buy
19,389
+186
+1% +$20K 0.25% 38
2025
Q3 		$1.98M Sell
19,203
-773
-4% -$77K 0.23% 41
2025
Q2 		$1.95M Sell
19,976
-131
-0.7% -$12.5K 0.23% 41
2025
Q1 		$1.77M Buy
20,107
+1,647
+9% +$155K 0.24% 44
2024
Q4 		$1.67M Buy
18,460
+5,119
+38% +$444K 0.23% 47
2024
Q3 		$1.08M Sell
13,341
-447
-3% -$32.8K 0.15% 61
2024
Q2 		$934K Buy
13,788
+5,948
+76% +$375K 0.14% 63
2024
Q1 		$472K Sell
7,840
-5
-0.1% -$286 0.08% 81
2023
Q4 		$412K Buy
7,845
+1,290
+20% +$68.3K 0.07% 80
2023
Q3 		$349K Buy
6,555
+1,440
+28% +$76.6K 0.07% 85
2023
Q2 		$268K Sell
5,115
-246
-5% -$12.4K 0.05% 113
2023
Q1 		$264K Buy
5,361
+1,017
+23% +$48.3K 0.05% 110
2022
Q4 		$205K Sell
4,344
-18
-0.4% -$855 0.05% 117
2022
Q3 		$189K Sell
4,362
-2,178
-33% -$95.4K 0.05% 111
2022
Q2 		$265K Buy
6,540
+2,256
+53% +$104K 0.07% 109
2022
Q1 		$213K Sell
4,284
-621
-13% -$29.2K 0.05% 141
2021
Q4 		$237K Buy
4,905
+726
+17% +$34.7K 0.06% 126
2021
Q3 		$194K Hold
4,179
– – 0.05% 128
2021
Q2 		$196K Buy
4,179
+96
+2% +$4.47K 0.05% 131
2021
Q1 		$185K Buy
4,083
+240
+6% +$11.1K 0.06% 119
2020
Q4 		$185K Hold
3,843
– – 0.06% 110
2020
Q3 		$179K Sell
3,843
-30
-0.8% -$1.33K 0.07% 98
2020
Q2 		$155K Buy
3,873
+195
+5% +$8.02K 0.06% 98
2020
Q1 		$139K Buy
+3,678
New +$141K 0.07% 97

Other funds holding WMT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

HHM Wealth Advisors's WMT Position: Q2 2026 in Review

HHM Wealth Advisors increased its Walmart Inc (WMT) stake by 1.4% in Q2 2026, buying an estimated $30.2K and bringing the position to 17,218 shares worth $1.95M. The position accounts for 0.2% of the portfolio, ranked #48.

HHM Wealth Advisors first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.16M in Q4 2025. 1,522 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HHM Wealth Advisors held 17,218 shares of Walmart Inc worth $1.95M as of Q2 2026.
  • HHM Wealth Advisors bought 243 Walmart Inc shares in Q2 2026, an estimated $30.2K.
  • Walmart Inc made up 0.2% of HHM Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • HHM Wealth Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Walmart Inc position peaked at $2.16M in Q4 2025.
  • 1,522 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.