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Horizon Wealth Management’s Walmart Inc WMT Stock Holding History

Horizon Wealth Management’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 		$373K Buy
3,291
+20
+0.6% +$2.48K 0.05% 106
2026
Q1 		$407K Buy
3,271
+4
+0.1% +$491 0.06% 93
2025
Q4 		$364K Hold
3,267
– – 0.06% 93
2025
Q3 		$337K Buy
3,267
+148
+5% +$14.7K 0.05% 91
2025
Q2 		$305K Sell
3,119
-414
-12% -$39.4K 0.05% 77
2025
Q1 		$310K Buy
3,533
+387
+12% +$36.3K 0.05% 73
2024
Q4 		$284K Buy
3,146
+41
+1% +$3.56K 0.05% 75
2024
Q3 		$251K Buy
3,105
+5
+0.2% +$367 0.05% 69
2024
Q2 		$210K Sell
3,100
-1,214
-28% -$76.4K 0.05% 73
2024
Q1 		$260K Buy
+4,314
New +$247K 0.07% 64
2023
Q4 		– Sell
-5,013
Closed -$267K – 86
2023
Q3 		$267K Buy
5,013
+15
+0.3% +$798 0.11% 58
2023
Q2 		$262K Buy
4,998
+27
+0.5% +$1.36K 0.1% 62
2023
Q1 		$244K Buy
4,971
+12
+0.2% +$570 0.18% 61
2022
Q4 		$234K Sell
4,959
-333
-6% -$15.8K 0.19% 57
2022
Q3 		$229K Sell
5,292
-318
-6% -$13.9K 0.17% 57
2022
Q2 		$227K Sell
5,610
-66
-1% -$3.04K 0.09% 96
2022
Q1 		$282K Sell
5,676
-14,976
-73% -$703K 0.09% 89
2021
Q4 		$996K Buy
+20,652
New +$986K 0.29% 41

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Horizon Wealth Management increased its Walmart Inc (WMT) stake by 0.61% in Q2 2026, buying an estimated $2.48K and bringing the position to 3,291 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #106.

Horizon Wealth Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $996K in Q4 2021. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Horizon Wealth Management held 3,291 shares of Walmart Inc worth $373K as of Q2 2026.
  • Horizon Wealth Management bought 20 Walmart Inc shares in Q2 2026, an estimated $2.48K.
  • Walmart Inc made up 0.05% of Horizon Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Horizon Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's Walmart Inc position peaked at $996K in Q4 2021.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.