HWM
WMT icon

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
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 $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

HighMark Wealth Management's WMT Position: Q1 2026 in Review

HighMark Wealth Management held its Walmart Inc (WMT) position steady in Q1 2026 at 794 shares worth $98.7K. The position accounts for 0.04% of the portfolio, ranked #113.

HighMark Wealth Management first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • HighMark Wealth Management held 794 shares of Walmart Inc worth $98.7K as of Q1 2026.
  • HighMark Wealth Management left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.04% of HighMark Wealth Management's portfolio in Q1 2026, its #113 holding.
  • HighMark Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.