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S Harris Financial Group’s Walmart Inc WMT Stock Holding History

S Harris Financial 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 		$918K Sell
8,109
-53
-0.6% -$6.58K 0.71% 26
2026
Q1 		$1.01M Buy
8,162
+19
+0.2% +$2.33K 0.93% 19
2025
Q4 		$907K Buy
+8,143
New +$874K 0.87% 20

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

S Harris Financial Group's WMT Position: Q2 2026 in Review

S Harris Financial Group reduced its Walmart Inc (WMT) stake by 0.65% in Q2 2026, selling an estimated $6.58K and leaving 8,109 shares worth $918K. The position accounts for 0.71% of the portfolio, ranked #26.

S Harris Financial Group first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 4,371 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • S Harris Financial Group held 8,109 shares of Walmart Inc worth $918K as of Q2 2026.
  • S Harris Financial Group sold 53 Walmart Inc shares in Q2 2026, an estimated $6.58K.
  • Walmart Inc made up 0.71% of S Harris Financial Group's portfolio in Q2 2026, its #26 holding.
  • S Harris Financial Group first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Walmart Inc position peaked at $1.01M in Q1 2026.
  • 4,371 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.