Hohimer Wealth Management
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Hohimer Wealth Management’s Walmart Inc WMT Stock Holding History

Hohimer Wealth Management’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 		$620K Sell
5,968
-92
-2% -$10.1K 0.06% 212
2026
Q2 		$686K Sell
6,060
-332
-5% -$41.2K 0.07% 206
2026
Q1 		$794K Buy
6,392
+549
+9% +$67.4K 0.09% 175
2025
Q4 		$651K Sell
5,843
-42
-0.7% -$4.51K 0.09% 177
2025
Q3 		$607K Buy
5,885
+823
+16% +$81.9K 0.08% 182
2025
Q2 		$495K Sell
5,062
-1,023
-17% -$97.5K 0.09% 160
2025
Q1 		$534K Buy
6,085
+458
+8% +$43K 0.1% 153
2024
Q4 		$508K Buy
5,627
+27
+0.5% +$2.34K 0.1% 143
2024
Q3 		$452K Hold
5,600
– – 0.1% 140
2024
Q2 		$379K Buy
5,600
+1,022
+22% +$64.4K 0.09% 168
2024
Q1 		$275K Buy
+4,578
New +$262K 0.06% 204
2023
Q4 		– Sell
-4,500
Closed -$240K – 200
2023
Q3 		$240K Hold
4,500
– – 0.07% 174
2023
Q2 		$236K Hold
4,500
– – 0.07% 175
2023
Q1 		$221K Hold
4,500
– – 0.06% 175
2022
Q4 		$213K Buy
+4,500
New +$214K 0.07% 149
2022
Q3 		– Sell
-5,190
Closed -$210K – 200
2022
Q2 		$210K Hold
5,190
– – 0.06% 169
2022
Q1 		$258K Hold
5,190
– – 0.05% 176
2021
Q4 		$250K Sell
5,190
-150
-3% -$7.16K 0.05% 183
2021
Q3 		$248K Hold
5,340
– – 0.05% 162
2021
Q2 		$251K Buy
5,340
+690
+15% +$32.1K 0.05% 167
2021
Q1 		$211K Buy
4,650
+114
+3% +$5.28K 0.05% 167
2020
Q4 		$218K Buy
4,536
+36
+0.8% +$1.75K 0.06% 171
2020
Q3 		$214K Buy
+4,500
New +$200K 0.06% 167

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Hohimer Wealth Management's WMT Position: Q3 2026 in Review

Hohimer Wealth Management reduced its Walmart Inc (WMT) stake by 1.5% in Q3 2026, selling an estimated $10.1K and leaving 5,968 shares worth $620K. The position accounts for 0.06% of the portfolio, ranked #212.

Hohimer Wealth Management first reported a position in WMT in Q3 2020 and has held it in 23 quarters since. The position peaked at $794K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Hohimer Wealth Management held 5,968 shares of Walmart Inc worth $620K as of Q3 2026.
  • Hohimer Wealth Management sold 92 Walmart Inc shares in Q3 2026, an estimated $10.1K.
  • Walmart Inc made up 0.06% of Hohimer Wealth Management's portfolio in Q3 2026, its #212 holding.
  • Hohimer Wealth Management first reported a position in Walmart Inc in Q3 2020 and has held it in 23 quarters since.
  • Hohimer Wealth Management's Walmart Inc position peaked at $794K in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.