Hughes Financial Services’s Walmart Inc WMT Stock Holding History

Hughes Financial Services’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	$290K	Buy	2,558 +1,183	+86%	+$147K	0.04%	66
2026 Q1	$171K	Buy	1,375 +470	+52%	+$57.7K	0.03%	88
2025 Q4	$101K	Sell	905 -1,164	-56%	-$125K	0.02%	122
2025 Q3	$212K	Sell	2,069 -1,111	-35%	-$111K	0.03%	69
2025 Q2	$329K	Sell	3,180 -27	-0.8%	-$2.57K	0.06%	51
2025 Q1	$285K	Buy	3,207 +74	+2%	+$6.94K	0.06%	53
2024 Q4	$283K	Buy	+3,133	New	+$272K	0.06%	49

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hughes Financial Services's WMT Position: Q2 2026 in Review

Hughes Financial Services increased its Walmart Inc (WMT) stake by 86% in Q2 2026, buying an estimated $147K and bringing the position to 2,558 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #66.

Hughes Financial Services first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $329K in Q2 2025. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Hughes Financial Services held 2,558 shares of Walmart Inc worth $290K as of Q2 2026.
Hughes Financial Services bought 1,183 Walmart Inc shares in Q2 2026, an estimated $147K.
Walmart Inc made up 0.04% of Hughes Financial Services's portfolio in Q2 2026, its #66 holding.
Hughes Financial Services first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's Walmart Inc position peaked at $329K in Q2 2025.
1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.