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McHugh Group’s Walmart Inc WMT Stock Holding History

McHugh 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 		$419K Hold
3,700
– – 0.21% 61
2026
Q1 		$460K Hold
3,700
– – 0.27% 53
2025
Q4 		$412K Hold
3,700
– – 0.23% 54
2025
Q3 		$381K Hold
3,700
– – 0.23% 53
2025
Q2 		$362K Hold
3,700
– – 0.24% 47
2025
Q1 		$325K Hold
3,700
– – 0.25% 45
2024
Q4 		$334K Buy
+3,700
New +$321K 0.25% 46

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

McHugh Group's WMT Position: Q2 2026 in Review

McHugh Group held its Walmart Inc (WMT) position steady in Q2 2026 at 3,700 shares worth $419K. The position accounts for 0.21% of the portfolio, ranked #61.

McHugh Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $460K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • McHugh Group held 3,700 shares of Walmart Inc worth $419K as of Q2 2026.
  • McHugh Group left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.21% of McHugh Group's portfolio in Q2 2026, its #61 holding.
  • McHugh Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • McHugh Group's Walmart Inc position peaked at $460K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.