Hofer & Associates’s Walmart Inc WMT Stock Holding History

Hofer & Associates’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	–	Sell	-11,888	Closed	-$1.35M	–	130
2026 Q2	$1.35M	Buy	11,888 +446	+4%	+$55.4K	0.65%	30
2026 Q1	$1.42M	Sell	11,442 -288	-2%	-$35.4K	0.76%	28
2025 Q4	$1.31M	Buy	11,730 +1,178	+11%	+$126K	0.69%	30
2025 Q3	$1.09M	Buy	10,552 +661	+7%	+$65.8K	0.62%	31
2025 Q2	$967K	Buy	9,891 +553	+6%	+$52.7K	0.6%	31
2025 Q1	$820K	Buy	9,338 +362	+4%	+$34K	0.56%	30
2024 Q4	$811K	Buy	8,976 +420	+5%	+$36.4K	0.54%	32
2024 Q3	$691K	Buy	8,556 +960	+13%	+$70.5K	0.48%	32
2024 Q2	$514K	Buy	7,596 +4,126	+119%	+$260K	0.4%	33
2024 Q1	$209K	Buy	+3,470	New	+$199K	0.18%	54

Other funds holding WMT

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Hofer & Associates's WMT Position: Q3 2026 in Review

Hofer & Associates sold out of Walmart Inc (WMT) in Q3 2026, closing a stake of 11,888 shares — an estimated $1.35M sold.

Hofer & Associates first reported a position in WMT in Q1 2024 and held it in 10 quarters. The position peaked at $1.42M in Q1 2026. 2,313 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Hofer & Associates reported no remaining Walmart Inc position as of Q3 2026 after selling out during the quarter.
Hofer & Associates sold 11,888 Walmart Inc shares in Q3 2026, an estimated $1.35M.
Hofer & Associates first reported a position in Walmart Inc in Q1 2024 and held it in 10 quarters.
Hofer & Associates's Walmart Inc position peaked at $1.42M in Q1 2026.
2,313 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.