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Howard Financial Services’s Walmart Inc WMT Stock Holding History

Howard Financial 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
Q2 		$1.64M Buy
14,487
+671
+5% +$83.3K 0.16% 62
2026
Q1 		$1.72M Buy
13,816
+2,691
+24% +$330K 0.19% 55
2025
Q4 		$1.24M Buy
11,125
+1,081
+11% +$116K 0.14% 60
2025
Q3 		$1.04M Buy
10,044
+293
+3% +$29.2K 0.13% 66
2025
Q2 		$953K Sell
9,751
-1,512
-13% -$144K 0.13% 63
2025
Q1 		$989K Buy
11,263
+368
+3% +$34.5K 0.13% 66
2024
Q4 		$984K Buy
10,895
+2,288
+27% +$199K 0.13% 68
2024
Q3 		$695K Buy
8,607
+317
+4% +$23.3K 0.1% 72
2024
Q2 		$561K Buy
8,290
+132
+2% +$8.31K 0.09% 78
2024
Q1 		$491K Sell
8,158
-89
-1% -$5.09K 0.08% 87
2023
Q4 		$433K Buy
8,247
+615
+8% +$32.5K 0.08% 92
2023
Q3 		$407K Sell
7,632
-579
-7% -$30.8K 0.09% 88
2023
Q2 		$430K Buy
8,211
+81
+1% +$4.09K 0.1% 83
2023
Q1 		$400K Buy
8,130
+24
+0.3% +$1.14K 0.1% 89
2022
Q4 		$383K Buy
8,106
+276
+4% +$13.1K 0.1% 87
2022
Q3 		$339K Sell
7,830
-3,915
-33% -$172K 0.11% 85
2022
Q2 		$476K Buy
11,745
+5,952
+103% +$274K 0.16% 57
2022
Q1 		$287K Buy
5,793
+123
+2% +$5.77K 0.09% 95
2021
Q4 		$273K Sell
5,670
-90
-2% -$4.3K 0.08% 100
2021
Q3 		$268K Hold
5,760
– – 0.1% 94
2021
Q2 		$271K Sell
5,760
-42
-0.7% -$1.96K 0.11% 95
2021
Q1 		$263K Sell
5,802
-312
-5% -$14.5K 0.12% 99
2020
Q4 		$294K Hold
6,114
– – 0.15% 82
2020
Q3 		$285K Buy
+6,114
New +$272K 0.18% 69

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Howard Financial Services's WMT Position: Q2 2026 in Review

Howard Financial Services increased its Walmart Inc (WMT) stake by 4.9% in Q2 2026, buying an estimated $83.3K and bringing the position to 14,487 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #62.

Howard Financial Services first reported a position in WMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.72M in Q1 2026. 1,694 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Howard Financial Services held 14,487 shares of Walmart Inc worth $1.64M as of Q2 2026.
  • Howard Financial Services bought 671 Walmart Inc shares in Q2 2026, an estimated $83.3K.
  • Walmart Inc made up 0.16% of Howard Financial Services's portfolio in Q2 2026, its #62 holding.
  • Howard Financial Services first reported a position in Walmart Inc in Q3 2020 and has held it in 24 quarters since.
  • Howard Financial Services's Walmart Inc position peaked at $1.72M in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.