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Hoey Investments’s Walmart Inc WMT Stock Holding History

Hoey Investments’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 		$4.36M Sell
38,537
-7,200
-16% -$894K 0.56% 20
2026
Q1 		$5.68M Sell
45,737
-5,291
-10% -$650K 0.82% 17
2025
Q4 		$5.68M Buy
51,028
+1,024
+2% +$110K 0.76% 17
2025
Q3 		$5.15M Sell
50,004
-2,150
-4% -$214K 0.69% 16
2025
Q2 		$5.1M Sell
52,154
-8,416
-14% -$802K 0.75% 16
2025
Q1 		$5.32M Buy
60,570
+7,741
+15% +$726K 1.04% 12
2024
Q4 		$4.77M Buy
52,829
+21,590
+69% +$1.87M 0.8% 13
2024
Q3 		$2.12M Hold
31,239
– – 0.4% 21
2024
Q2 		$2.12M Buy
31,239
+4,461
+17% +$281K 0.4% 21
2024
Q1 		$1.61M Buy
26,778
+3,921
+17% +$224K 0.35% 24
2023
Q4 		$1.2M Sell
22,857
-333
-1% -$17.6K 0.34% 29
2023
Q3 		$1.24M Sell
23,190
-2,856
-11% -$152K 0.41% 32
2023
Q2 		$1.36M Sell
26,046
-8,682
-25% -$438K 0.44% 31
2023
Q1 		$1.71M Buy
34,728
+1,815
+6% +$86.1K 0.67% 26
2022
Q4 		$1.56M Sell
32,913
-2,811
-8% -$133K 0.67% 30
2022
Q3 		$1.54M Buy
35,724
+32,490
+1,005% +$1.42M 0.61% 32
2022
Q2 		$131K Buy
3,234
+1,878
+138% +$86.6K 0.06% 84
2022
Q1 		$67K Sell
1,356
-206,040
-99% -$9.67M 0.02% 95
2021
Q4 		$10M Sell
207,396
-1,773
-0.8% -$84.6K 2.55% 10
2021
Q3 		$9.72M Sell
209,169
-13,212
-6% -$637K 2.9% 9
2021
Q2 		$10.5M Buy
222,381
+16,398
+8% +$764K 3.1% 7
2021
Q1 		$9.33M Sell
205,983
-33,138
-14% -$1.53M 3.14% 7
2020
Q4 		$11.5M Buy
239,121
+8,043
+3% +$391K 4.13% 6
2020
Q3 		$10.8M Buy
231,078
+67,509
+41% +$3M 4.35% 5
2020
Q2 		$6.53M Buy
163,569
+16,626
+11% +$684K 3.21% 6
2020
Q1 		$5.57M Buy
146,943
+39,984
+37% +$1.54M 3.91% 7
2019
Q4 		$4.24M Buy
+106,959
New +$4.25M 3.01% 7

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Hoey Investments's WMT Position: Q2 2026 in Review

Hoey Investments reduced its Walmart Inc (WMT) stake by 16% in Q2 2026, selling an estimated $894K and leaving 38,537 shares worth $4.36M. The position accounts for 0.56% of the portfolio, ranked #20.

Hoey Investments first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.5M in Q4 2020. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Hoey Investments held 38,537 shares of Walmart Inc worth $4.36M as of Q2 2026.
  • Hoey Investments sold 7,200 Walmart Inc shares in Q2 2026, an estimated $894K.
  • Walmart Inc made up 0.56% of Hoey Investments's portfolio in Q2 2026, its #20 holding.
  • Hoey Investments first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Hoey Investments's Walmart Inc position peaked at $11.5M in Q4 2020.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.