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HM Payson & Co’s Walmart Inc WMT Stock Holding History

HM Payson & Co’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 		$27.4M Sell
241,814
-16,529
-6% -$2.05M 0.36% 60
2026
Q1 		$32.1M Sell
258,343
-18,293
-7% -$2.25M 0.46% 55
2025
Q4 		$30.8M Sell
276,636
-2,038
-0.7% -$219K 0.43% 52
2025
Q3 		$28.7M Sell
278,674
-5,377
-2% -$535K 0.41% 53
2025
Q2 		$27.8M Buy
284,051
+369
+0.1% +$35.2K 0.44% 51
2025
Q1 		$24.9M Buy
283,682
+467
+0.2% +$43.8K 0.44% 52
2024
Q4 		$25.6M Sell
283,215
-1,330
-0.5% -$115K 0.43% 56
2024
Q3 		$23M Buy
284,545
+4,796
+2% +$352K 0.39% 58
2024
Q2 		$18.9M Sell
279,749
-6,551
-2% -$413K 0.34% 59
2024
Q1 		$17.2M Sell
286,300
-452
-0.2% -$25.9K 0.32% 67
2023
Q4 		$15.1M Sell
286,752
-6,762
-2% -$358K 0.31% 64
2023
Q3 		$15.6M Sell
293,514
-6,327
-2% -$337K 0.37% 58
2023
Q2 		$15.7M Sell
299,841
-4,380
-1% -$221K 0.35% 61
2023
Q1 		$15M Buy
304,221
+2,814
+0.9% +$134K 0.36% 59
2022
Q4 		$14.2M Sell
301,407
-3,981
-1% -$189K 0.35% 58
2022
Q3 		$13.2M Sell
305,388
-9,183
-3% -$402K 0.36% 59
2022
Q2 		$12.7M Sell
314,571
-8,427
-3% -$389K 0.33% 64
2022
Q1 		$16M Sell
322,998
-8,880
-3% -$417K 0.36% 63
2021
Q4 		$16M Sell
331,878
-4,044
-1% -$193K 0.35% 66
2021
Q3 		$15.6M Sell
335,922
-762
-0.2% -$36.7K 0.38% 62
2021
Q2 		$15.8M Sell
336,684
-4,299
-1% -$200K 0.39% 63
2021
Q1 		$15.4M Buy
340,983
+10,749
+3% +$498K 0.41% 60
2020
Q4 		$15.9M Buy
330,234
+117
+0% +$5.68K 0.44% 61
2020
Q3 		$15.4M Buy
330,117
+552
+0.2% +$24.5K 0.47% 56
2020
Q2 		$13.2M Sell
329,565
-5,124
-2% -$211K 0.44% 58
2020
Q1 		$12.7M Sell
334,689
-13,167
-4% -$506K 0.5% 57
2019
Q4 		$13.8M Sell
347,856
-4,734
-1% -$188K 0.44% 60
2019
Q3 		$13.9M Sell
352,590
-22,302
-6% -$842K 0.49% 57
2019
Q2 		$13.8M Sell
374,892
-8,223
-2% -$283K 0.5% 57
2019
Q1 		$12.5M Buy
383,115
+381,165
+19,547% +$12.4M 0.48% 58
2018
Q4 		$61K Sell
1,950
-359,493
-99% -$11.5M 0.18% 80
2018
Q3 		$11.3M Sell
361,443
-56,469
-14% -$1.73M 0.51% 54
2018
Q2 		$11.9M Sell
417,912
-12,405
-3% -$353K 0.51% 54
2018
Q1 		$12.8M Sell
430,317
-84,579
-16% -$2.72M 0.53% 54
2017
Q4 		$16.9M Sell
514,896
-6,708
-1% -$205K 0.68% 47
2017
Q3 		$13.6M Sell
521,604
-3,162
-0.6% -$83K 0.58% 49
2017
Q2 		$13.2M Sell
524,766
-42,339
-7% -$1.07M 0.6% 50
2017
Q1 		$13.6M Sell
567,105
-186,243
-25% -$4.29M 0.62% 51
2016
Q4 		$17.4M Buy
753,348
+3,375
+0.5% +$78.8K 0.83% 41
2016
Q3 		$18M Sell
749,973
-11,361
-1% -$276K 0.88% 39
2016
Q2 		$18.5M Sell
761,334
-109,020
-13% -$2.52M 0.93% 37
2016
Q1 		$19.9M Sell
870,354
-234,120
-21% -$5.13M 1.03% 30
2015
Q4 		$22.6M Sell
1,104,474
-111,876
-9% -$2.24M 1.16% 25
2015
Q3 		$26.3M Buy
1,216,350
+162,942
+15% +$3.74M 1.42% 20
2015
Q2 		$24.9M Buy
1,053,408
+94,659
+10% +$2.41M 1.24% 27
2015
Q1 		$26.3M Sell
958,749
-34,122
-3% -$968K 1.31% 25
2014
Q4 		$28.4M Sell
992,871
-7,212
-0.7% -$195K 1.41% 22
2014
Q3 		$25.5M Buy
1,000,083
+26,202
+3% +$662K 1.31% 23
2014
Q2 		$24.4M Buy
973,881
+30,141
+3% +$774K 1.25% 25
2014
Q1 		$24M Buy
943,740
+142,059
+18% +$3.57M 1.27% 24
2013
Q4 		$21M Buy
801,681
+24,465
+3% +$632K 1.13% 28
2013
Q3 		$19.2M Buy
777,216
+59,970
+8% +$1.51M 1.11% 27
2013
Q2 		$17.8M Buy
+717,246
New +$18.4M 1.07% 29

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HM Payson & Co's WMT Position: Q2 2026 in Review

HM Payson & Co reduced its Walmart Inc (WMT) stake by 6.4% in Q2 2026, selling an estimated $2.05M and leaving 241,814 shares worth $27.4M. The position accounts for 0.36% of the portfolio, ranked #60.

HM Payson & Co first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $32.1M in Q1 2026. 938 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HM Payson & Co held 241,814 shares of Walmart Inc worth $27.4M as of Q2 2026.
  • HM Payson & Co sold 16,529 Walmart Inc shares in Q2 2026, an estimated $2.05M.
  • Walmart Inc made up 0.36% of HM Payson & Co's portfolio in Q2 2026, its #60 holding.
  • HM Payson & Co first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • HM Payson & Co's Walmart Inc position peaked at $32.1M in Q1 2026.
  • 938 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.