HWMG
WMT icon

Hurlow Wealth Management Group’s Walmart Inc WMT Stock Holding History

Hurlow Wealth Management Group’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 		$1.78M Buy
15,756
+73
+0.5% +$9.06K 0.37% 30
2026
Q1 		$1.95M Buy
15,683
+17
+0.1% +$2.09K 0.46% 28
2025
Q4 		$1.75M Sell
15,666
-705
-4% -$75.7K 0.43% 29
2025
Q3 		$1.69M Sell
16,371
-5,940
-27% -$591K 0.44% 30
2025
Q2 		$2.18M Hold
22,311
– – 0.62% 28
2025
Q1 		$1.96M Buy
22,311
+1,671
+8% +$157K 0.61% 28
2024
Q4 		$1.86M Sell
20,640
-55
-0.3% -$4.77K 0.58% 27
2024
Q3 		$1.67M Buy
20,695
+72
+0.3% +$5.29K 0.52% 30
2024
Q2 		$1.4M Sell
20,623
-83
-0.4% -$5.23K 0.48% 32
2024
Q1 		$1.25M Hold
20,706
– – 0.44% 35
2023
Q4 		$1.09M Sell
20,706
-192
-0.9% -$10.2K 0.41% 34
2023
Q3 		$1.11M Hold
20,898
– – 0.48% 32
2023
Q2 		$1.09M Buy
20,898
+9
+0% +$454 0.47% 33
2023
Q1 		$1.03M Sell
20,889
-3
-0% -$142 0.47% 34
2022
Q4 		$987K Buy
20,892
+15
+0.1% +$712 0.51% 35
2022
Q3 		$903K Sell
20,877
-180
-0.9% -$7.88K 0.53% 31
2022
Q2 		$853K Sell
21,057
-201
-0.9% -$9.27K 0.49% 32
2022
Q1 		$1.05M Buy
21,258
+477
+2% +$22.4K 0.65% 29
2021
Q4 		$973K Hold
20,781
– – 0.76% 24
2021
Q3 		$965K Hold
20,781
– – 0.57% 29
2021
Q2 		$977K Sell
20,781
-36
-0.2% -$1.68K 0.64% 26
2021
Q1 		$943K Buy
20,817
+36
+0.2% +$1.67K 0.68% 26
2020
Q4 		$999K Hold
20,781
– – 0.78% 23
2020
Q3 		$969K Hold
20,781
– – 0.89% 22
2020
Q2 		$897K Sell
20,781
-24
-0.1% -$987 0.87% 21
2020
Q1 		$893K Sell
20,805
-120
-0.6% -$4.62K 0.96% 22
2019
Q4 		$801K Hold
20,925
– – 0.78% 26
2019
Q3 		$831K Hold
20,925
– – 0.88% 22
2019
Q2 		$803K Sell
20,925
-120
-0.6% -$4.14K 0.84% 25
2019
Q1 		$721K Sell
21,045
-267
-1% -$8.66K 0.77% 29
2018
Q4 		$690K Buy
+21,312
New +$683K 0.83% 29

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

Hurlow Wealth Management Group's WMT Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its Walmart Inc (WMT) stake by 0.47% in Q2 2026, buying an estimated $9.06K and bringing the position to 15,756 shares worth $1.78M. The position accounts for 0.37% of the portfolio, ranked #30.

Hurlow Wealth Management Group first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.18M in Q2 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Hurlow Wealth Management Group held 15,756 shares of Walmart Inc worth $1.78M as of Q2 2026.
  • Hurlow Wealth Management Group bought 73 Walmart Inc shares in Q2 2026, an estimated $9.06K.
  • Walmart Inc made up 0.37% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #30 holding.
  • Hurlow Wealth Management Group first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Hurlow Wealth Management Group's Walmart Inc position peaked at $2.18M in Q2 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.