JHC
WMT icon

J. Hagan Capital’s Walmart Inc WMT Stock Holding History

J. Hagan Capital’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 		$695K Sell
5,590
-880
-14% -$108K 0.37% 39
2025
Q4 		$721K Sell
6,470
-790
-11% -$84.8K 0.4% 42
2025
Q3 		$748K Buy
7,260
+1,068
+17% +$106K 0.45% 45
2025
Q2 		$592K Buy
6,192
+1,498
+32% +$143K 0.4% 47
2025
Q1 		$424K Buy
+4,694
New +$440K 0.34% 40

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

J. Hagan Capital's WMT Position: Q1 2026 in Review

J. Hagan Capital reduced its Walmart Inc (WMT) stake by 14% in Q1 2026, selling an estimated $108K and leaving 5,590 shares worth $695K. The position accounts for 0.37% of the portfolio, ranked #39.

J. Hagan Capital first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $748K in Q3 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • J. Hagan Capital held 5,590 shares of Walmart Inc worth $695K as of Q1 2026.
  • J. Hagan Capital sold 880 Walmart Inc shares in Q1 2026, an estimated $108K.
  • Walmart Inc made up 0.37% of J. Hagan Capital's portfolio in Q1 2026, its #39 holding.
  • J. Hagan Capital first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
  • J. Hagan Capital's Walmart Inc position peaked at $748K in Q3 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on J. Hagan Capital's 13F filing for Q1 2026, filed 13 May 2026.