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Holcombe Financial’s Walmart Inc WMT Stock Holding History

Holcombe Financial’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 		$1.61M Sell
14,176
-152
-1% -$18.9K 0.91% 17
2026
Q1 		$1.78M Buy
14,328
+1,577
+12% +$194K 1.05% 18
2025
Q4 		$1.42M Buy
12,751
+76
+0.6% +$8.16K 0.89% 18
2025
Q3 		$1.31M Hold
12,675
– – 0.91% 16
2025
Q2 		$1.24M Hold
12,675
– – 0.93% 15
2025
Q1 		$1.11M Buy
12,675
+1,148
+10% +$108K 0.92% 16
2024
Q4 		$1.04M Buy
+11,527
New +$1M 0.86% 15

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Holcombe Financial's WMT Position: Q2 2026 in Review

Holcombe Financial reduced its Walmart Inc (WMT) stake by 1.1% in Q2 2026, selling an estimated $18.9K and leaving 14,176 shares worth $1.61M. The position accounts for 0.91% of the portfolio, ranked #17.

Holcombe Financial first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q1 2026. 2,616 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Holcombe Financial held 14,176 shares of Walmart Inc worth $1.61M as of Q2 2026.
  • Holcombe Financial sold 152 Walmart Inc shares in Q2 2026, an estimated $18.9K.
  • Walmart Inc made up 0.91% of Holcombe Financial's portfolio in Q2 2026, its #17 holding.
  • Holcombe Financial first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Holcombe Financial's Walmart Inc position peaked at $1.78M in Q1 2026.
  • 2,616 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.