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R.H. Investment Group’s Walmart Inc WMT Stock Holding History

R.H. Investment 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 		$7.08M Sell
62,545
-315
-0.5% -$39.1K 5.34% 3
2026
Q1 		$8M Sell
62,860
-504
-0.8% -$61.9K 6.17% 1
2025
Q4 		$7.06M Sell
63,364
-850
-1% -$91.3K 5.91% 3
2025
Q3 		$6.62M Sell
64,214
-580
-0.9% -$57.7K 5.75% 3
2025
Q2 		$6.34M Sell
64,794
-2,130
-3% -$203K 5.81% 3
2025
Q1 		$5.88M Sell
66,924
-1,250
-2% -$117K 5.65% 4
2024
Q4 		$6.16M Buy
+68,174
New +$5.92M 5.81% 2

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

R.H. Investment Group's WMT Position: Q2 2026 in Review

R.H. Investment Group reduced its Walmart Inc (WMT) stake by 0.5% in Q2 2026, selling an estimated $39.1K and leaving 62,545 shares worth $7.08M. The position accounts for 5.34% of the portfolio, ranked #3.

R.H. Investment Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • R.H. Investment Group held 62,545 shares of Walmart Inc worth $7.08M as of Q2 2026.
  • R.H. Investment Group sold 315 Walmart Inc shares in Q2 2026, an estimated $39.1K.
  • Walmart Inc made up 5.34% of R.H. Investment Group's portfolio in Q2 2026, its #3 holding.
  • R.H. Investment Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • R.H. Investment Group's Walmart Inc position peaked at $8M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on R.H. Investment Group's 13F filing for Q2 2026, filed 7 Aug 2026.