Hoxton Planning & Management
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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
Q3 		$559K Buy
5,376
+32
+0.6% +$3.51K 0.14% 106
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

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

Hoxton Planning & Management's WMT Position: Q3 2026 in Review

Hoxton Planning & Management increased its Walmart Inc (WMT) stake by 0.6% in Q3 2026, buying an estimated $3.51K and bringing the position to 5,376 shares worth $559K. The position accounts for 0.14% of the portfolio, ranked #106.

Hoxton Planning & Management first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $662K in Q1 2026. 2,880 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Hoxton Planning & Management held 5,376 shares of Walmart Inc worth $559K as of Q3 2026.
  • Hoxton Planning & Management bought 32 Walmart Inc shares in Q3 2026, an estimated $3.51K.
  • Walmart Inc made up 0.14% of Hoxton Planning & Management's portfolio in Q3 2026, its #106 holding.
  • Hoxton Planning & Management first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's Walmart Inc position peaked at $662K in Q1 2026.
  • 2,880 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.