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YHB Investment Advisors’s Walmart Inc WMT Stock Holding History

YHB Investment Advisors’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 		$12.2M Buy
107,297
+8,168
+8% +$1.01M 0.78% 33
2026
Q1 		$12.3M Buy
99,129
+843
+0.9% +$103K 0.88% 31
2025
Q4 		$11M Buy
98,286
+5,057
+5% +$543K 0.76% 34
2025
Q3 		$9.61M Buy
93,229
+2,731
+3% +$272K 0.7% 35
2025
Q2 		$8.85M Buy
90,498
+3,405
+4% +$324K 0.68% 39
2025
Q1 		$7.65M Buy
87,093
+4,944
+6% +$464K 0.64% 41
2024
Q4 		$7.42M Sell
82,149
-3,600
-4% -$312K 0.61% 40
2024
Q3 		$6.92M Sell
85,749
-2,197
-2% -$161K 0.57% 43
2024
Q2 		$5.95M Buy
87,946
+567
+0.6% +$35.7K 0.51% 49
2024
Q1 		$5.26M Sell
87,379
-3,596
-4% -$206K 0.47% 54
2023
Q4 		$4.78M Sell
90,975
-90,432
-50% -$4.78M 0.46% 57
2023
Q3 		$9.59M Buy
181,407
+91,104
+101% +$4.85M 0.89% 30
2023
Q2 		$4.73M Buy
90,303
+684
+0.8% +$34.5K 0.44% 59
2023
Q1 		$4.4M Buy
89,619
+2,277
+3% +$108K 0.44% 65
2022
Q4 		$4.13M Sell
87,342
-861
-1% -$40.9K 0.44% 63
2022
Q3 		$3.81M Buy
88,203
+19,569
+29% +$857K 0.42% 65
2022
Q2 		$2.78M Sell
68,634
-393
-0.6% -$18.1K 0.29% 87
2022
Q1 		$3.43M Buy
69,027
+3,174
+5% +$149K 0.3% 85
2021
Q4 		$3.18M Buy
65,853
+3,783
+6% +$181K 0.25% 96
2021
Q3 		$2.88M Buy
62,070
+2,529
+4% +$122K 0.25% 104
2021
Q2 		$2.8M Buy
59,541
+600
+1% +$27.9K 0.24% 105
2021
Q1 		$2.76M Buy
58,941
+5,496
+10% +$255K 0.24% 107
2020
Q4 		$2.57M Buy
53,445
+552
+1% +$26.8K 0.24% 99
2020
Q3 		$2.47M Sell
52,893
-4,902
-8% -$218K 0.27% 89
2020
Q2 		$2.31M Buy
57,795
+2,277
+4% +$93.7K 0.33% 74
2020
Q1 		$2.1M Buy
55,518
+2,397
+5% +$92.2K 0.36% 71
2019
Q4 		$2.1M Buy
53,121
+1,050
+2% +$41.7K 0.3% 79
2019
Q3 		$2.06M Buy
52,071
+2,115
+4% +$79.8K 0.31% 81
2019
Q2 		$1.84M Sell
49,956
-894
-2% -$30.8K 0.29% 89
2019
Q1 		$1.65M Buy
50,850
+1,575
+3% +$51.1K 0.26% 97
2018
Q4 		$1.53M Buy
49,275
+1,083
+2% +$34.7K 0.27% 91
2018
Q3 		$1.51M Buy
48,192
+429
+0.9% +$13.1K 0.23% 100
2018
Q2 		$1.36M Buy
47,763
+1,161
+2% +$33K 0.22% 105
2018
Q1 		$1.38M Sell
46,602
-132
-0.3% -$4.25K 0.23% 101
2017
Q4 		$1.54M Buy
46,734
+2,595
+6% +$79.4K 0.26% 95
2017
Q3 		$1.15M Sell
44,139
-1,968
-4% -$51.6K 0.21% 104
2017
Q2 		$1.16M Buy
46,107
+1,440
+3% +$36.6K 0.2% 102
2017
Q1 		$1.12M Buy
44,667
+1,158
+3% +$26.6K 0.21% 99
2016
Q4 		$1M Sell
43,509
-993
-2% -$23.2K 0.21% 103
2016
Q3 		$1.07M Sell
44,502
-20,739
-32% -$503K 0.26% 95
2016
Q2 		$1.59M Buy
65,241
+17,040
+35% +$394K 0.35% 77
2016
Q1 		$1.1M Sell
48,201
-1,857
-4% -$40.7K 0.3% 85
2015
Q4 		$1.02M Buy
50,058
+6,120
+14% +$123K 0.23% 99
2015
Q3 		$950K Sell
43,938
-18,255
-29% -$419K 0.22% 102
2015
Q2 		$1.47M Sell
62,193
-30,888
-33% -$788K 0.32% 89
2015
Q1 		$2.55M Sell
93,081
-4,725
-5% -$134K 0.57% 60
2014
Q4 		$2.8M Sell
97,806
-66,891
-41% -$1.81M 0.64% 55
2014
Q3 		$4.2M Sell
164,697
-3,270
-2% -$82.6K 1.01% 32
2014
Q2 		$4.2M Sell
167,967
-189
-0.1% -$4.86K 1.01% 34
2014
Q1 		$4.28M Buy
168,156
+8,850
+6% +$222K 1.09% 29
2013
Q4 		$4.18M Sell
159,306
-8,367
-5% -$216K 1.12% 29
2013
Q3 		$4.13M Sell
167,673
-225
-0.1% -$5.67K 1.22% 27
2013
Q2 		$4.17M Buy
+167,898
New +$4.3M 1.3% 24

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

YHB Investment Advisors's WMT Position: Q2 2026 in Review

YHB Investment Advisors increased its Walmart Inc (WMT) stake by 8.2% in Q2 2026, buying an estimated $1.01M and bringing the position to 107,297 shares worth $12.2M. The position accounts for 0.78% of the portfolio, ranked #33.

YHB Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • YHB Investment Advisors held 107,297 shares of Walmart Inc worth $12.2M as of Q2 2026.
  • YHB Investment Advisors bought 8,168 Walmart Inc shares in Q2 2026, an estimated $1.01M.
  • Walmart Inc made up 0.78% of YHB Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • YHB Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Walmart Inc position peaked at $12.3M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.