HWA
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
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

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

HMV Wealth Advisors's WMT Position: Q2 2026 in Review

HMV Wealth Advisors increased its Walmart Inc (WMT) stake by 12% in Q2 2026, buying an estimated $47.7K and bringing the position to 3,692 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #62.

HMV Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HMV Wealth Advisors held 3,692 shares of Walmart Inc worth $418K as of Q2 2026.
  • HMV Wealth Advisors bought 384 Walmart Inc shares in Q2 2026, an estimated $47.7K.
  • Walmart Inc made up 0.16% of HMV Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • HMV Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.