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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
Q2 		$738K Hold
6,515
– – 0.26% 64
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 $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 $3.38T AUM 44.17% 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

Houlihan Financial Resource Group's WMT Position: Q2 2026 in Review

Houlihan Financial Resource Group held its Walmart Inc (WMT) position steady in Q2 2026 at 6,515 shares worth $738K. The position accounts for 0.26% of the portfolio, ranked #64.

Houlihan Financial Resource Group first reported a position in WMT in Q4 2019 and has held it in 17 quarters since. The position peaked at $810K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Houlihan Financial Resource Group held 6,515 shares of Walmart Inc worth $738K as of Q2 2026.
  • Houlihan Financial Resource Group left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.26% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #64 holding.
  • Houlihan Financial Resource Group first reported a position in Walmart Inc in Q4 2019 and has held it in 17 quarters since.
  • Houlihan Financial Resource Group's Walmart Inc position peaked at $810K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.