HighTower Advisors’s Walmart Inc WMT Stock Holding History

HighTower 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
2025 Q4	–	Sell	-1,600	Closed	-$980	–	4001
2025 Q3	$980	Sell	1,600 -900	-36%	-$89.6K	﹤0.01%	3769
2025 Q2	$900	Buy	2,500 +500	+25%	+$47.6K	﹤0.01%	3727
2025 Q1	$5.54K	Sell	2,000 -500	-20%	-$46.9K	﹤0.01%	3580
2024 Q4	$5.42K	Buy	+2,500	New	+$217K	﹤0.01%	3624
2024 Q1	–	Sell	-5,400	Closed	-$1.1K	–	4053
2023 Q4	$1.1K	Buy	+5,400	New	+$286K	﹤0.01%	3538
2023 Q2	–	Sell	-97,500	Closed	-$13.4K	–	3729
2023 Q1	$13.4K	Buy	97,500 +97,062	+22,160%	+$4.61M	﹤0.01%	3180
2022 Q4	$4.38K	Buy	+438	New	+$20.8K	﹤0.01%	3225
2022 Q1	–	Sell	-12	Closed	-$21K	–	3718
2021 Q4	$21K	Sell	12 -588	-98%	-$28.1K	﹤0.01%	3104
2021 Q3	$1K	Buy	+600	New	+$28.9K	﹤0.01%	3157
2020 Q1	–	Sell	-130,500	Closed	-$2K	–	2535
2019 Q4	$2K	Buy	130,500 +1,800	+1%	+$71.5K	﹤0.01%	2258
2019 Q3	$10K	Hold	128,700	–	–	﹤0.01%	2307
2019 Q2	$47K	Buy	+128,700	New	+$4.44M	﹤0.01%	2215
2019 Q1	–	Sell	-130,500	Closed	-$97K	–	2440
2018 Q4	$97K	Hold	130,500	–	–	﹤0.01%	1958
2018 Q3	$97K	Buy	+130,500	New	+$3.99M	﹤0.01%	2061

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HighTower Advisors's WMT Position: Q2 2026 in Review

HighTower Advisors reduced its Walmart Inc (WMT) stake by 2.1% in Q2 2026, selling an estimated $7.75M and leaving 2,884,602 shares worth $327M. The position accounts for 0.31% of the portfolio, ranked #61.

HighTower Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $366M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

HighTower Advisors held 2,884,602 shares of Walmart Inc worth $327M as of Q2 2026.
HighTower Advisors sold 62,421 Walmart Inc shares in Q2 2026, an estimated $7.75M.
Walmart Inc made up 0.31% of HighTower Advisors's portfolio in Q2 2026, its #61 holding.
HighTower Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Walmart Inc position peaked at $366M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.