Hummer Financial Advisory Services’s Walmart Inc WMT Stock Holding History

Hummer Financial Advisory 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	$653K	Hold	5,765	–	–	0.43%	54
2026 Q1	$718K	Buy	5,765 +20	+0.3%	+$2.46K	0.51%	45
2025 Q4	$641K	Sell	5,745 -220	-4%	-$23.6K	0.45%	46
2025 Q3	$615K	Sell	5,965 -100	-2%	-$9.96K	0.45%	50
2025 Q2	$593K	Hold	6,065	–	–	0.45%	50
2025 Q1	$534K	Buy	6,065 +300	+5%	+$28.1K	0.43%	46
2024 Q4	$522K	Sell	5,765 -400	-6%	-$34.7K	0.41%	46
2024 Q3	$498K	Hold	6,165	–	–	0.39%	52
2024 Q2	$417K	Hold	6,165	–	–	0.36%	56
2024 Q1	$372K	Hold	6,165	–	–	0.31%	66
2023 Q4	$325K	Hold	6,165	–	–	0.3%	71
2023 Q3	$329K	Hold	6,165	–	–	0.34%	61
2023 Q2	$323K	Hold	6,165	–	–	0.32%	68
2023 Q1	$304K	Buy	6,165 +30	+0.5%	+$1.42K	0.32%	75
2022 Q4	$291K	Hold	6,135	–	–	0.32%	75
2022 Q3	$265K	Sell	6,135 -30	-0.5%	-$1.31K	0.31%	75
2022 Q2	$250K	Hold	6,165	–	–	0.28%	80
2022 Q1	$307K	Hold	6,165	–	–	0.28%	77
2021 Q4	$298K	Hold	6,165	–	–	0.25%	77
2021 Q3	$286K	Hold	6,165	–	–	0.26%	83
2021 Q2	$290K	Hold	6,165	–	–	0.27%	82
2021 Q1	$280K	Buy	6,165 +600	+11%	+$27.8K	0.27%	84
2020 Q4	$268K	Hold	5,565	–	–	0.28%	80
2020 Q3	$260K	Sell	5,565 -600	-10%	-$26.7K	0.31%	77
2020 Q2	$246K	Hold	6,165	–	–	0.31%	70
2020 Q1	$235K	Sell	6,165 -1,440	-19%	-$55.4K	0.35%	71
2019 Q4	$303K	Buy	+7,605	New	+$302K	0.33%	77

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Hummer Financial Advisory Services's WMT Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Walmart Inc (WMT) position steady in Q2 2026 at 5,765 shares worth $653K. The position accounts for 0.43% of the portfolio, ranked #54.

Hummer Financial Advisory Services first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $718K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Hummer Financial Advisory Services held 5,765 shares of Walmart Inc worth $653K as of Q2 2026.
Hummer Financial Advisory Services left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.43% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #54 holding.
Hummer Financial Advisory Services first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
Hummer Financial Advisory Services's Walmart Inc position peaked at $718K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.