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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
Q2 		$28.5M Sell
252,054
-68,918
-21% -$8.56M 0.51% 41
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HUB Investment Partners's WMT Position: Q2 2026 in Review

HUB Investment Partners reduced its Walmart Inc (WMT) stake by 21% in Q2 2026, selling an estimated $8.56M and leaving 252,054 shares worth $28.5M. The position accounts for 0.51% of the portfolio, ranked #41.

HUB Investment Partners first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $39.9M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • HUB Investment Partners held 252,054 shares of Walmart Inc worth $28.5M as of Q2 2026.
  • HUB Investment Partners sold 68,918 Walmart Inc shares in Q2 2026, an estimated $8.56M.
  • Walmart Inc made up 0.51% of HUB Investment Partners's portfolio in Q2 2026, its #41 holding.
  • HUB Investment Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's Walmart Inc position peaked at $39.9M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.