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Montz Harcus Wealth Management’s Walmart Inc WMT Stock Holding History

Montz Harcus Wealth Management’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 		$784K Buy
6,926
+96
+1% +$11.9K 0.28% 36
2026
Q1 		$849K Sell
6,830
-3
-0% -$368 0.34% 35
2025
Q4 		$761K Sell
6,833
-70
-1% -$7.52K 0.31% 35
2025
Q3 		$711K Buy
6,903
+1,128
+20% +$112K 0.31% 37
2025
Q2 		$565K Buy
5,775
+71
+1% +$6.76K 0.27% 40
2025
Q1 		$501K Buy
5,704
+392
+7% +$36.8K 0.27% 41
2024
Q4 		$480K Buy
5,312
+28
+0.5% +$2.43K 0.27% 41
2024
Q3 		$427K Sell
5,284
-51
-1% -$3.75K 0.25% 41
2024
Q2 		$361K Buy
5,335
+92
+2% +$5.79K 0.23% 41
2024
Q1 		$315K Buy
5,243
+62
+1% +$3.55K 0.21% 44
2023
Q4 		$272K Buy
5,181
+606
+13% +$32.1K 0.21% 43
2023
Q3 		$244K Buy
4,575
+27
+0.6% +$1.44K 0.21% 42
2023
Q2 		$238K Buy
4,548
+30
+0.7% +$1.51K 0.2% 46
2023
Q1 		$222K Buy
4,518
+6
+0.1% +$285 0.21% 50
2022
Q4 		$213K Buy
+4,512
New +$214K 0.21% 50

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Montz Harcus Wealth Management's WMT Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Walmart Inc (WMT) stake by 1.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 6,926 shares worth $784K. The position accounts for 0.28% of the portfolio, ranked #36.

Montz Harcus Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $849K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Montz Harcus Wealth Management held 6,926 shares of Walmart Inc worth $784K as of Q2 2026.
  • Montz Harcus Wealth Management bought 96 Walmart Inc shares in Q2 2026, an estimated $11.9K.
  • Walmart Inc made up 0.28% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Montz Harcus Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Montz Harcus Wealth Management's Walmart Inc position peaked at $849K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.