Horizon Family Wealth’s Walmart Inc WMT Stock Holding History

Horizon Family Wealth’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	$477K	Buy	4,210 +234	+6%	+$29K	0.22%	72
2026 Q1	$494K	Sell	3,976 -570	-13%	-$70K	0.26%	60
2025 Q4	$506K	Hold	4,546	–	–	0.27%	56
2025 Q3	$469K	Buy	4,546 +11	+0.2%	+$1.09K	0.27%	54
2025 Q2	$443K	Buy	4,535 +23	+0.5%	+$2.19K	0.27%	52
2025 Q1	$396K	Buy	4,512 +320	+8%	+$30K	0.26%	49
2024 Q4	$379K	Sell	4,192 -188	-4%	-$16.3K	0.25%	54
2024 Q3	$354K	Buy	4,380 +74	+2%	+$5.43K	0.25%	54
2024 Q2	$292K	Buy	4,306 +25	+0.6%	+$1.57K	0.22%	58
2024 Q1	$258K	Buy	4,281 +69	+2%	+$3.95K	0.2%	62
2023 Q4	$221K	Buy	4,212 +51	+1%	+$2.7K	0.19%	63
2023 Q3	$222K	Buy	4,161 +288	+7%	+$15.3K	0.21%	59
2023 Q2	$203K	Buy	+3,873	New	+$195K	0.19%	63

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Horizon Family Wealth's WMT Position: Q2 2026 in Review

Horizon Family Wealth increased its Walmart Inc (WMT) stake by 5.9% in Q2 2026, buying an estimated $29K and bringing the position to 4,210 shares worth $477K. The position accounts for 0.22% of the portfolio, ranked #72.

Horizon Family Wealth first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $506K in Q4 2025. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Horizon Family Wealth held 4,210 shares of Walmart Inc worth $477K as of Q2 2026.
Horizon Family Wealth bought 234 Walmart Inc shares in Q2 2026, an estimated $29K.
Walmart Inc made up 0.22% of Horizon Family Wealth's portfolio in Q2 2026, its #72 holding.
Horizon Family Wealth first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Horizon Family Wealth's Walmart Inc position peaked at $506K in Q4 2025.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.