Howard Financial Services
WMT icon

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
Q3 		$1.59M Buy
15,335
+906
+6% +$99.5K 0.17% 56
2026
Q2 		$1.63M Buy
14,429
+613
+4% +$76.1K 0.18% 54
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Howard Financial Services's WMT Position: Q3 2026 in Review

Howard Financial Services increased its Walmart Inc (WMT) stake by 6.3% in Q3 2026, buying an estimated $99.5K and bringing the position to 15,335 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #56.

Howard Financial Services first reported a position in WMT in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.72M in Q1 2026. 2,831 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Howard Financial Services held 15,335 shares of Walmart Inc worth $1.59M as of Q3 2026.
  • Howard Financial Services bought 906 Walmart Inc shares in Q3 2026, an estimated $99.5K.
  • Walmart Inc made up 0.17% of Howard Financial Services's portfolio in Q3 2026, its #56 holding.
  • Howard Financial Services first reported a position in Walmart Inc in Q3 2020 and has held it in 25 quarters since.
  • Howard Financial Services's Walmart Inc position peaked at $1.72M in Q1 2026.
  • 2,831 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.