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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
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

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

Hofer & Associates's WMT Position: Q2 2026 in Review

Hofer & Associates increased its Walmart Inc (WMT) stake by 3.9% in Q2 2026, buying an estimated $55.4K and bringing the position to 11,888 shares worth $1.35M. The position accounts for 0.65% of the portfolio, ranked #30.

Hofer & Associates first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Hofer & Associates held 11,888 shares of Walmart Inc worth $1.35M as of Q2 2026.
  • Hofer & Associates bought 446 Walmart Inc shares in Q2 2026, an estimated $55.4K.
  • Walmart Inc made up 0.65% of Hofer & Associates's portfolio in Q2 2026, its #30 holding.
  • Hofer & Associates first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Hofer & Associates's Walmart Inc position peaked at $1.42M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.