HWM
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HighMark Wealth Management’s Walmart Inc WMT Stock Holding History

HighMark Wealth Management’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 		$99.6K Buy
879
+85
+11% +$10.6K 0.03% 127
2026
Q1 		$98.7K Hold
794
– – 0.04% 113
2025
Q4 		$88.5K Sell
794
-152
-16% -$16.3K 0.04% 118
2025
Q3 		$97.5K Hold
946
– – 0.04% 120
2025
Q2 		$92.5K Buy
946
+2
+0.2% +$191 0.05% 118
2025
Q1 		$82.9K Buy
944
+737
+356% +$69.1K 0.05% 99
2024
Q4 		$18.7K Buy
207
+3
+1% +$260 0.01% 208
2024
Q3 		$16.5K Hold
204
– – 0.01% 226
2024
Q2 		$13.8K Hold
204
– – 0.01% 235
2024
Q1 		$15.2K Hold
204
– – 0.01% 229
2023
Q4 		$10.7K Sell
204
-69
-25% -$3.65K 0.01% 253
2023
Q3 		$14.5K Buy
273
+39
+17% +$2.08K 0.01% 216
2023
Q2 		$12.3K Sell
234
-15
-6% -$757 0.01% 235
2023
Q1 		$12.2K Buy
249
+45
+22% +$2.14K 0.01% 268
2022
Q4 		$9.65K Hold
204
– – 0.01% 261
2022
Q3 		$9K Hold
204
– – 0.01% 266
2022
Q2 		$8K Hold
204
– – 0.01% 289
2022
Q1 		$10K Hold
204
– – 0.01% 270
2021
Q4 		$10K Hold
204
– – 0.01% 263
2021
Q3 		$9K Hold
204
– – 0.01% 274
2021
Q2 		$10K Sell
204
-261
-56% -$12.2K 0.01% 262
2021
Q1 		$21K Sell
465
-45
-9% -$2.08K 0.02% 168
2020
Q4 		$24K Sell
510
-36
-7% -$1.75K 0.02% 155
2020
Q3 		$25K Buy
546
+72
+15% +$3.2K 0.02% 149
2020
Q2 		$19K Buy
474
+273
+136% +$11.2K 0.02% 140
2020
Q1 		$7K Hold
201
– – 0.01% 192
2019
Q4 		$7K Buy
+201
New +$7.98K 0.01% 264

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 $3.37T AUM 44.26% 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

HighMark Wealth Management's WMT Position: Q2 2026 in Review

HighMark Wealth Management increased its Walmart Inc (WMT) stake by 11% in Q2 2026, buying an estimated $10.6K and bringing the position to 879 shares worth $99.6K. The position accounts for 0.03% of the portfolio, ranked #127.

HighMark Wealth Management first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HighMark Wealth Management held 879 shares of Walmart Inc worth $99.6K as of Q2 2026.
  • HighMark Wealth Management bought 85 Walmart Inc shares in Q2 2026, an estimated $10.6K.
  • Walmart Inc made up 0.03% of HighMark Wealth Management's portfolio in Q2 2026, its #127 holding.
  • HighMark Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.