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Hixon Zuercher’s Walmart Inc WMT Stock Holding History

Hixon Zuercher’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 		$5.88M Sell
51,921
-1,140
-2% -$142K 1.73% 20
2026
Q1 		$6.59M Sell
53,061
-892
-2% -$110K 2.05% 15
2025
Q4 		$6.01M Sell
53,953
-171
-0.3% -$18.4K 1.82% 18
2025
Q3 		$5.58M Sell
54,124
-959
-2% -$95.5K 1.7% 19
2025
Q2 		$5.39M Sell
55,083
-92
-0.2% -$8.77K 1.74% 21
2025
Q1 		$4.84M Sell
55,175
-20,281
-27% -$1.9M 1.71% 21
2024
Q4 		$6.82M Sell
75,456
-2,651
-3% -$230K 2.62% 12
2024
Q3 		$6.31M Sell
78,107
-1,474
-2% -$108K 2.47% 14
2024
Q2 		$5.39M Sell
79,581
-5,252
-6% -$331K 2.27% 18
2024
Q1 		$5.1M Buy
84,833
+2,363
+3% +$135K 2.16% 19
2023
Q4 		$4.33M Sell
82,470
-23,316
-22% -$1.23M 2.01% 23
2023
Q3 		$5.64M Sell
105,786
-12,240
-10% -$651K 2.96% 13
2023
Q2 		$6.18M Buy
118,026
+1,272
+1% +$64.2K 3.11% 12
2023
Q1 		$5.74M Buy
116,754
+5,196
+5% +$247K 3.4% 10
2022
Q4 		$5.27M Buy
111,558
+2,943
+3% +$140K 3.25% 9
2022
Q3 		$4.7M Buy
108,615
+10,377
+11% +$455K 3% 12
2022
Q2 		$3.98M Buy
98,238
+2,556
+3% +$118K 2.58% 15
2022
Q1 		$4.75M Buy
95,682
+1,767
+2% +$83K 2.55% 12
2021
Q4 		$4.53M Buy
93,915
+4,296
+5% +$205K 2.28% 15
2021
Q3 		$4.16M Buy
89,619
+1,353
+2% +$65.2K 2.43% 16
2021
Q2 		$4.15M Sell
88,266
-15,558
-15% -$725K 2.5% 13
2021
Q1 		$4.7M Sell
103,824
-15,285
-13% -$708K 3.11% 14
2020
Q4 		$5.72M Buy
119,109
+240
+0.2% +$11.7K 3.99% 8
2020
Q3 		$5.54M Buy
118,869
+1,824
+2% +$81.1K 4.26% 6
2020
Q2 		$4.67M Buy
117,045
+8,517
+8% +$350K 4.02% 8
2020
Q1 		$4.11M Buy
108,528
+31,563
+41% +$1.21M 5.92% 6
2019
Q4 		$3.05M Buy
+76,965
New +$3.06M 2.9% 14

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Hixon Zuercher's WMT Position: Q2 2026 in Review

Hixon Zuercher reduced its Walmart Inc (WMT) stake by 2.1% in Q2 2026, selling an estimated $142K and leaving 51,921 shares worth $5.88M. The position accounts for 1.73% of the portfolio, ranked #20.

Hixon Zuercher first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.82M in Q4 2024. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Hixon Zuercher held 51,921 shares of Walmart Inc worth $5.88M as of Q2 2026.
  • Hixon Zuercher sold 1,140 Walmart Inc shares in Q2 2026, an estimated $142K.
  • Walmart Inc made up 1.73% of Hixon Zuercher's portfolio in Q2 2026, its #20 holding.
  • Hixon Zuercher first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Hixon Zuercher's Walmart Inc position peaked at $6.82M in Q4 2024.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.