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HT Partners’s Walmart Inc WMT Stock Holding History

HT Partners’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 		– Sell
-1,642
Closed -$204K – 56
2026
Q1 		$204K Sell
1,642
-400
-20% -$49.1K 0.06% 54
2025
Q4 		$227K Hold
2,042
– – 0.07% 50
2025
Q3 		$210K Buy
+2,042
New +$203K 0.06% 51
2015
Q1 		– Sell
-8,241
Closed -$236K – 50
2014
Q4 		$236K Buy
8,241
+282
+4% +$7.62K 0.15% 33
2014
Q3 		$202K Hold
7,959
– – 0.1% 30
2014
Q2 		$201K Sell
7,959
-570
-7% -$14.6K 0.11% 32
2014
Q1 		$217K Sell
8,529
-59,562
-87% -$1.5M 0.14% 27
2013
Q4 		$1.79M Hold
68,091
– – 1.14% 21
2013
Q3 		$1.68M Buy
68,091
+35,055
+106% +$884K 1.09% 24
2013
Q2 		$820K Buy
+33,036
New +$847K 0.7% 28

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HT Partners's WMT Position: Q2 2026 in Review

HT Partners sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,642 shares — an estimated $204K sold.

HT Partners first reported a position in WMT in Q2 2013 and held it in 10 quarters. The position peaked at $1.79M in Q4 2013. 919 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HT Partners reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • HT Partners sold 1,642 Walmart Inc shares in Q2 2026, an estimated $204K.
  • HT Partners first reported a position in Walmart Inc in Q2 2013 and held it in 10 quarters.
  • HT Partners's Walmart Inc position peaked at $1.79M in Q4 2013.
  • 919 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.