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Hopwood Financial Services’s Walmart Inc WMT Stock Holding History

Hopwood 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
Q2 		$344K Sell
3,036
-290
-9% -$36K 0.2% 57
2026
Q1 		$413K Sell
3,326
-70
-2% -$8.59K 0.28% 47
2025
Q4 		$378K Sell
3,396
-109
-3% -$11.7K 0.27% 50
2025
Q3 		$361K Sell
3,505
-100
-3% -$9.96K 0.24% 56
2025
Q2 		$352K Sell
3,605
-50
-1% -$4.76K 0.28% 47
2025
Q1 		$321K Buy
3,655
+130
+4% +$12.2K 0.25% 56
2024
Q4 		$318K Buy
+3,525
New +$306K 0.24% 55

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Hopwood Financial Services's WMT Position: Q2 2026 in Review

Hopwood Financial Services reduced its Walmart Inc (WMT) stake by 8.7% in Q2 2026, selling an estimated $36K and leaving 3,036 shares worth $344K. The position accounts for 0.2% of the portfolio, ranked #57.

Hopwood Financial Services first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q1 2026. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Hopwood Financial Services held 3,036 shares of Walmart Inc worth $344K as of Q2 2026.
  • Hopwood Financial Services sold 290 Walmart Inc shares in Q2 2026, an estimated $36K.
  • Walmart Inc made up 0.2% of Hopwood Financial Services's portfolio in Q2 2026, its #57 holding.
  • Hopwood Financial Services first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Hopwood Financial Services's Walmart Inc position peaked at $413K in Q1 2026.
  • 2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.