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Houlihan Financial Resource Group’s Walmart Inc WMT Stock Holding History

Houlihan Financial Resource Group’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 		$810K Hold
6,515
– – 0.32% 61
2025
Q4 		$747K Buy
6,515
+3,750
+136% +$403K 0.28% 62
2025
Q3 		$285K Sell
2,765
-3,750
-58% -$373K 0.25% 66
2025
Q2 		$638K Buy
6,515
+2
+0% +$191 0.26% 67
2025
Q1 		$572K Sell
6,513
-240
-4% -$22.5K 0.26% 61
2024
Q4 		$610K Sell
6,753
-360
-5% -$31.2K 0.26% 61
2024
Q3 		$574K Buy
+7,113
New +$522K 0.24% 66
2024
Q2 		– Sell
-7,109
Closed -$428K – 105
2024
Q1 		$428K Sell
7,109
-133
-2% -$7.61K 0.19% 76
2023
Q4 		$381K Hold
7,242
– – 0.18% 75
2023
Q3 		$389K Buy
+7,242
New +$385K 0.21% 72
2023
Q2 		– Sell
-7,239
Closed -$356K – 179
2023
Q1 		$356K Sell
7,239
-150
-2% -$7.12K 0.19% 74
2022
Q4 		$350K Hold
7,389
– – 0.2% 72
2022
Q3 		$334K Buy
+7,389
New +$324K 0.2% 67
2020
Q3 		$382K Buy
+7,737
New +$344K 0.22% 70
2020
Q1 		$300K Buy
7,911
+180
+2% +$6.92K 0.26% 66
2019
Q4 		$306K Buy
+7,731
New +$307K 0.2% 79

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

Houlihan Financial Resource Group's WMT Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Walmart Inc (WMT) position steady in Q1 2026 at 6,515 shares worth $810K. The position accounts for 0.32% of the portfolio, ranked #61.

Houlihan Financial Resource Group first reported a position in WMT in Q4 2019 and has held it in 16 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Houlihan Financial Resource Group held 6,515 shares of Walmart Inc worth $810K as of Q1 2026.
  • Houlihan Financial Resource Group left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.32% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #61 holding.
  • Houlihan Financial Resource Group first reported a position in Walmart Inc in Q4 2019 and has held it in 16 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.