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Hoge Financial Services’s Walmart Inc WMT Stock Holding History

Hoge Financial Services’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
Q1 		$475K Sell
3,818
-269
-7% -$33K 0.25% 39
2025
Q4 		$455K Buy
4,087
+249
+6% +$26.7K 0.25% 41
2025
Q3 		$396K Buy
3,838
+332
+9% +$33K 0.23% 42
2025
Q2 		$343K Buy
3,506
+350
+11% +$33.3K 0.21% 41
2025
Q1 		$277K Buy
3,156
+89
+3% +$8.35K 0.19% 44
2024
Q4 		$277K Buy
+3,067
New +$266K 0.2% 41

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoge Financial Services's WMT Position: Q1 2026 in Review

Hoge Financial Services reduced its Walmart Inc (WMT) stake by 6.6% in Q1 2026, selling an estimated $33K and leaving 3,818 shares worth $475K. The position accounts for 0.25% of the portfolio, ranked #39.

Hoge Financial Services first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Hoge Financial Services held 3,818 shares of Walmart Inc worth $475K as of Q1 2026.
  • Hoge Financial Services sold 269 Walmart Inc shares in Q1 2026, an estimated $33K.
  • Walmart Inc made up 0.25% of Hoge Financial Services's portfolio in Q1 2026, its #39 holding.
  • Hoge Financial Services first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.