HFP
WMT icon

Holistic Financial Partners’s Walmart Inc WMT Stock Holding History

Holistic Financial Partners’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 		– Sell
-2,482
Closed -$308K – 150
2026
Q1 		$308K Buy
2,482
+388
+19% +$47.6K 0.11% 94
2025
Q4 		$233K Buy
+2,094
New +$225K 0.08% 120
2018
Q2 		– Sell
-960
Closed -$28K – 367
2018
Q1 		$28K Hold
960
– – 0.02% 253
2017
Q4 		$32K Buy
+960
New +$29.4K 0.03% 247

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Holistic Financial Partners's WMT Position: Q2 2026 in Review

Holistic Financial Partners sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 2,482 shares — an estimated $308K sold.

Holistic Financial Partners first reported a position in WMT in Q4 2017 and held it in 4 quarters. The position peaked at $308K in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Holistic Financial Partners reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 2,482 Walmart Inc shares in Q2 2026, an estimated $308K.
  • Holistic Financial Partners first reported a position in Walmart Inc in Q4 2017 and held it in 4 quarters.
  • Holistic Financial Partners's Walmart Inc position peaked at $308K in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.