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Willner & Heller’s Walmart Inc WMT Stock Holding History

Willner & Heller’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 		$995K Buy
8,785
+274
+3% +$34K 0.62% 45
2026
Q1 		$1.06M Sell
8,511
-112
-1% -$13.8K 0.79% 34
2025
Q4 		$961K Hold
8,623
– – 0.69% 40
2025
Q3 		$889K Buy
8,623
+561
+7% +$55.8K 0.68% 37
2025
Q2 		$788K Sell
8,062
-238
-3% -$22.7K 0.66% 44
2025
Q1 		$729K Sell
8,300
-441
-5% -$41.4K 0.67% 44
2024
Q4 		$790K Hold
8,741
– – 0.69% 41
2024
Q3 		$706K Buy
8,741
+22
+0.3% +$1.62K 0.63% 46
2024
Q2 		$590K Buy
8,719
+56
+0.6% +$3.53K 0.57% 52
2024
Q1 		$521K Sell
8,663
-340
-4% -$19.5K 0.52% 63
2023
Q4 		$473K Buy
+9,003
New +$476K 0.53% 63
2022
Q4 		$425K Hold
8,985
– – 0.6% 57
2022
Q3 		$389K Buy
8,985
+279
+3% +$12.2K 0.63% 56
2022
Q2 		$353K Buy
8,706
+96
+1% +$4.43K 0.55% 64
2022
Q1 		$415K Hold
8,610
– – 0.51% 64
2021
Q4 		$400K Buy
+8,610
New +$411K 0.53% 63

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Willner & Heller's WMT Position: Q2 2026 in Review

Willner & Heller increased its Walmart Inc (WMT) stake by 3.2% in Q2 2026, buying an estimated $34K and bringing the position to 8,785 shares worth $995K. The position accounts for 0.62% of the portfolio, ranked #45.

Willner & Heller first reported a position in WMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.06M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Willner & Heller held 8,785 shares of Walmart Inc worth $995K as of Q2 2026.
  • Willner & Heller bought 274 Walmart Inc shares in Q2 2026, an estimated $34K.
  • Walmart Inc made up 0.62% of Willner & Heller's portfolio in Q2 2026, its #45 holding.
  • Willner & Heller first reported a position in Walmart Inc in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Walmart Inc position peaked at $1.06M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.