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HUB Investment Partners’s Walmart Inc WMT Stock Holding History

HUB Investment 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
Q1 		$39.9M Sell
320,972
-111
-0% -$13.6K 0.95% 19
2025
Q4 		$35.8M Sell
321,083
-3,220
-1% -$346K 0.93% 21
2025
Q3 		$33.4M Buy
324,303
+1,375
+0.4% +$137K 1.11% 17
2025
Q2 		$31.6M Buy
322,928
+1,041
+0.3% +$99.2K 1.05% 17
2025
Q1 		$28.3M Buy
321,887
+19,184
+6% +$1.8M 1.12% 16
2024
Q4 		$27.3M Sell
302,703
-9,394
-3% -$815K 1.15% 17
2024
Q3 		$25.2M Buy
312,097
+7,618
+3% +$559K 1.1% 16
2024
Q2 		$20.6M Buy
304,479
+12,887
+4% +$812K 0.78% 22
2024
Q1 		$17.5M Buy
291,592
+21,952
+8% +$1.26M 0.96% 20
2023
Q4 		$14.2M Buy
269,640
+176,121
+188% +$9.32M 0.97% 22
2023
Q3 		$4.99M Buy
93,519
+11,874
+15% +$632K 0.75% 34
2023
Q2 		$4.28M Buy
81,645
+5,970
+8% +$301K 0.71% 37
2023
Q1 		$3.72M Buy
+75,675
New +$3.59M 0.77% 33
2022
Q4 		– Sell
-66,057
Closed -$2.86M – 204
2022
Q3 		$2.86M Buy
66,057
+12,930
+24% +$566K 0.86% 30
2022
Q2 		$2.15M Buy
53,127
+5,154
+11% +$238K 0.67% 43
2022
Q1 		$2.38M Sell
47,973
-4,104
-8% -$193K 0.56% 46
2021
Q4 		$2.51M Sell
52,077
-7,008
-12% -$335K 0.58% 46
2021
Q3 		$2.75M Sell
59,085
-8,409
-12% -$405K 0.65% 36
2021
Q2 		$3.17M Buy
67,494
+3,162
+5% +$147K 0.85% 26
2021
Q1 		$2.91M Buy
64,332
+7,254
+13% +$336K 0.86% 28
2020
Q4 		$2.66M Buy
+57,078
New +$2.77M 1.21% 22

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HUB Investment Partners's WMT Position: Q1 2026 in Review

HUB Investment Partners reduced its Walmart Inc (WMT) stake by 0.03% in Q1 2026, selling an estimated $13.6K and leaving 320,972 shares worth $39.9M. The position accounts for 0.95% of the portfolio, ranked #19.

HUB Investment Partners first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • HUB Investment Partners held 320,972 shares of Walmart Inc worth $39.9M as of Q1 2026.
  • HUB Investment Partners sold 111 Walmart Inc shares in Q1 2026, an estimated $13.6K.
  • Walmart Inc made up 0.95% of HUB Investment Partners's portfolio in Q1 2026, its #19 holding.
  • HUB Investment Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.