HMV Wealth Advisors
WMT icon

HMV Wealth Advisors’s Walmart Inc WMT Stock Holding History

HMV Wealth 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
2026
Q3 		$384K Hold
3,692
– – 0.15% 70
2026
Q2 		$418K Buy
3,692
+384
+12% +$47.7K 0.16% 62
2026
Q1 		$411K Buy
3,308
+583
+21% +$71.6K 0.19% 58
2025
Q4 		$304K Hold
2,725
– – 0.15% 68
2025
Q3 		$281K Sell
2,725
-39
-1% -$3.88K 0.15% 70
2025
Q2 		$270K Sell
2,764
-741
-21% -$70.6K 0.18% 69
2025
Q1 		$308K Hold
3,505
– – 0.24% 66
2024
Q4 		$317K Buy
+3,505
New +$304K 0.32% 64

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

HMV Wealth Advisors's WMT Position: Q3 2026 in Review

HMV Wealth Advisors held its Walmart Inc (WMT) position steady in Q3 2026 at 3,692 shares worth $384K. The position accounts for 0.15% of the portfolio, ranked #70.

HMV Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $418K in Q2 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • HMV Wealth Advisors held 3,692 shares of Walmart Inc worth $384K as of Q3 2026.
  • HMV Wealth Advisors left its Walmart Inc share count unchanged in Q3 2026.
  • Walmart Inc made up 0.15% of HMV Wealth Advisors's portfolio in Q3 2026, its #70 holding.
  • HMV Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • HMV Wealth Advisors's Walmart Inc position peaked at $418K in Q2 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.