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Hoxton Planning & Management’s Walmart Inc WMT Stock Holding History

Hoxton Planning & 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 		$605K Buy
5,344
+17
+0.3% +$2.11K 0.16% 110
2026
Q1 		$662K Sell
5,327
-6
-0.1% -$737 0.2% 88
2025
Q4 		$594K Buy
5,333
+97
+2% +$10.4K 0.18% 100
2025
Q3 		$540K Buy
5,236
+23
+0.4% +$2.29K 0.17% 106
2025
Q2 		$510K Buy
5,213
+297
+6% +$28.3K 0.18% 104
2025
Q1 		$432K Sell
4,916
-458
-9% -$43K 0.16% 119
2024
Q4 		$486K Buy
5,374
+6
+0.1% +$521 0.19% 107
2024
Q3 		$433K Buy
5,368
+458
+9% +$33.6K 0.17% 113
2024
Q2 		$332K Buy
4,910
+109
+2% +$6.86K 0.15% 109
2024
Q1 		$289K Buy
4,801
+202
+4% +$11.6K 0.14% 117
2023
Q4 		$242K Buy
4,599
+3
+0.1% +$159 0.13% 124
2023
Q3 		$245K Sell
4,596
-441
-9% -$23.5K 0.16% 117
2023
Q2 		$264K Buy
5,037
+285
+6% +$14.4K 0.16% 114
2023
Q1 		$234K Buy
4,752
+126
+3% +$5.98K 0.13% 138
2022
Q4 		$219K Buy
+4,626
New +$220K 0.12% 145

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Hoxton Planning & Management's WMT Position: Q2 2026 in Review

Hoxton Planning & Management increased its Walmart Inc (WMT) stake by 0.32% in Q2 2026, buying an estimated $2.11K and bringing the position to 5,344 shares worth $605K. The position accounts for 0.16% of the portfolio, ranked #110.

Hoxton Planning & Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $662K in Q1 2026. 976 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Hoxton Planning & Management held 5,344 shares of Walmart Inc worth $605K as of Q2 2026.
  • Hoxton Planning & Management bought 17 Walmart Inc shares in Q2 2026, an estimated $2.11K.
  • Walmart Inc made up 0.16% of Hoxton Planning & Management's portfolio in Q2 2026, its #110 holding.
  • Hoxton Planning & Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Walmart Inc position peaked at $662K in Q1 2026.
  • 976 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.