Hoese & Co’s Walmart Inc WMT Stock Holding History

Hoese & 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 Q3	$438K	Sell	4,219 -405	-9%	-$44.5K	0.29%	30
2026 Q2	$524K	Buy	4,624 +4,219	+1,042%	+$524K	0.34%	26
2026 Q1	$50.3K	Hold	405	–	–	0.04%	96
2025 Q4	$45.1K	Hold	405	–	–	0.03%	100
2025 Q3	$41.7K	Hold	405	–	–	0.03%	94
2025 Q2	$39.6K	Hold	405	–	–	0.03%	108
2025 Q1	$35.6K	Hold	405	–	–	0.03%	84
2024 Q4	$36.6K	Hold	405	–	–	0.03%	85
2024 Q3	$32.7K	Buy	+405	New	+$29.7K	0.03%	84

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Hoese & Co's WMT Position: Q3 2026 in Review

Hoese & Co reduced its Walmart Inc (WMT) stake by 8.8% in Q3 2026, selling an estimated $44.5K and leaving 4,219 shares worth $438K. The position accounts for 0.29% of the portfolio, ranked #30.

Hoese & Co first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $524K in Q2 2026. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Hoese & Co held 4,219 shares of Walmart Inc worth $438K as of Q3 2026.
Hoese & Co sold 405 Walmart Inc shares in Q3 2026, an estimated $44.5K.
Walmart Inc made up 0.29% of Hoese & Co's portfolio in Q3 2026, its #30 holding.
Hoese & Co first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
Hoese & Co's Walmart Inc position peaked at $524K in Q2 2026.
1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.