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Horizon Investment Services’s Walmart Inc WMT Stock Holding History

Horizon Investment 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
Q1 		$509K Sell
4,095
-166
-4% -$20.4K 0.18% 85
2025
Q4 		$475K Buy
4,261
+396
+10% +$42.5K 0.17% 83
2025
Q3 		$398K Buy
3,865
+159
+4% +$15.8K 0.15% 80
2025
Q2 		$362K Sell
3,706
-28
-0.7% -$2.67K 0.16% 84
2025
Q1 		$328K Buy
3,734
+198
+6% +$18.6K 0.16% 87
2024
Q4 		$319K Buy
3,536
+785
+29% +$68.1K 0.14% 98
2024
Q3 		$222K Buy
+2,751
New +$202K 0.09% 115
2021
Q3 		– Sell
-6,087
Closed -$286K – 123
2021
Q2 		$286K Sell
6,087
-66
-1% -$3.07K 0.14% 95
2021
Q1 		$279K Buy
6,153
+132
+2% +$6.11K 0.15% 97
2020
Q4 		$289K Buy
6,021
+165
+3% +$8.01K 0.18% 88
2020
Q3 		$273K Buy
5,856
+150
+3% +$6.67K 0.18% 87
2020
Q2 		$228K Buy
+5,706
New +$235K 0.16% 95
2013
Q3 		– Sell
-12,348
Closed -$307K – 118
2013
Q2 		$307K Buy
+12,348
New +$316K 0.24% 66

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Investment Services's WMT Position: Q1 2026 in Review

Horizon Investment Services reduced its Walmart Inc (WMT) stake by 3.9% in Q1 2026, selling an estimated $20.4K and leaving 4,095 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #85.

Horizon Investment Services first reported a position in WMT in Q2 2013 and has held it in 13 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Horizon Investment Services held 4,095 shares of Walmart Inc worth $509K as of Q1 2026.
  • Horizon Investment Services sold 166 Walmart Inc shares in Q1 2026, an estimated $20.4K.
  • Walmart Inc made up 0.18% of Horizon Investment Services's portfolio in Q1 2026, its #85 holding.
  • Horizon Investment Services first reported a position in Walmart Inc in Q2 2013 and has held it in 13 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.