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HRC Wealth Management’s Walmart Inc WMT Stock Holding History

HRC Wealth 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 		$254K Buy
2,241
+68
+3% +$8.44K 0.1% 53
2026
Q1 		$270K Sell
2,173
-36
-2% -$4.42K 0.13% 50
2025
Q4 		$246K Buy
2,209
+94
+4% +$10.1K 0.12% 50
2025
Q3 		$218K Sell
2,115
-1
-0% -$100 0.11% 51
2025
Q2 		$207K Buy
+2,116
New +$202K 0.11% 50

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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

HRC Wealth Management's WMT Position: Q2 2026 in Review

HRC Wealth Management increased its Walmart Inc (WMT) stake by 3.1% in Q2 2026, buying an estimated $8.44K and bringing the position to 2,241 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #53.

HRC Wealth Management first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $270K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HRC Wealth Management held 2,241 shares of Walmart Inc worth $254K as of Q2 2026.
  • HRC Wealth Management bought 68 Walmart Inc shares in Q2 2026, an estimated $8.44K.
  • Walmart Inc made up 0.1% of HRC Wealth Management's portfolio in Q2 2026, its #53 holding.
  • HRC Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • HRC Wealth Management's Walmart Inc position peaked at $270K in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.