SmartHarvest Portfolios LLC Decreases Stock Holdings in Walmart Inc. $WMT

Posted by Stanley Muller on Jun 28th, 2026

Walmart logo SmartHarvest Portfolios LLC lowered its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 21.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,620 shares of the retailer’s stock after selling 4,600 shares during the period. Walmart makes up 0.9% of SmartHarvest Portfolios LLC’s portfolio, making the stock its 16th biggest position. SmartHarvest Portfolios LLC’s holdings in Walmart were worth $2,066,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Entrust Financial LLC purchased a new stake in Walmart during the 4th quarter worth $27,000. Beacon Financial Strategies CORP purchased a new position in Walmart in the fourth quarter valued at about $30,000. Bay Harbor Wealth Management LLC lifted its stake in shares of Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after purchasing an additional 105 shares in the last quarter. Clayton Financial Group LLC boosted its position in shares of Walmart by 193.0% in the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after buying an additional 193 shares during the period. Finally, Sankala Group LLC purchased a new stake in shares of Walmart in the fourth quarter worth about $33,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart Trading Down 0.1%

Shares of WMT opened at $115.69 on Friday. The company has a market capitalization of $920.67 billion, a P/E ratio of 40.59, a P/E/G ratio of 4.32 and a beta of 0.59. Walmart Inc. has a one year low of $94.23 and a one year high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The stock has a 50-day moving average price of $123.74 and a 200 day moving average price of $122.17.

Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same period in the previous year, the business earned $0.61 EPS. Walmart’s revenue for the quarter was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Sell-side analysts forecast that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insider Buying and Selling at Walmart

In other Walmart news, EVP Daniel J. Bartlett sold 1,385 shares of the stock in a transaction on Monday, June 15th. The shares were sold at an average price of $119.83, for a total transaction of $165,964.55. Following the transaction, the executive vice president directly owned 633,784 shares in the company, valued at $75,946,336.72. This represents a 0.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $118.19, for a total transaction of $342,751.00. Following the transaction, the executive vice president directly owned 574,953 shares of the company’s stock, valued at approximately $67,953,695.07. This represents a 0.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 100,730 shares of company stock valued at $12,444,624. Corporate insiders own 0.09% of the company’s stock.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Analysts said Walmart’s reported deal for Vibe.co strengthens its advertising strategy and could support long-term revenue growth, helping investors see the company as more than just a low-margin retailer. Prediction: Walmart Will Rejoin the $1 Trillion Club by 2027. Here’s Why It’s a Great Buy Now.
Positive Sentiment: Walmart is expanding Shapermint into 1,600 more stores nationwide, adding another growth initiative outside core grocery sales and reinforcing its push into higher-margin apparel and lifestyle categories. Walmart (WMT) Expands Shapermint Into 1,600 More Stores Nationwide
Positive Sentiment: Coverage highlighting Walmart’s long-term scale and growth prospects suggests the stock remains attractive for investors who believe its advertising, marketplace, and omnichannel businesses can expand profits over time. Walmart vs. Target: Which Stock Offers Better Long-Term Value?
Neutral Sentiment: Several articles compared Walmart with rivals like Target and Amazon, reflecting investor focus on competitive positioning rather than a clear new catalyst for earnings. Walmart Wants to Turn the Living Room Into a Storefront
Neutral Sentiment: Reports that Amazon has surpassed Walmart as the largest U.S. retailer by GMV and commentary that Walmart has fallen out of the $1 trillion club may weigh on sentiment, but these were framed more as strategic context than immediate fundamental damage. Amazon Unseats Walmart as Top US Retailer

Analyst Ratings Changes

Several brokerages recently commented on WMT. Erste Group Bank downgraded Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $137.00 price objective (down from $140.00) on shares of Walmart in a research report on Friday, May 22nd. UBS Group set a $141.00 price objective on shares of Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. BMO Capital Markets reissued an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Finally, Craig Hallum set a $150.00 target price on shares of Walmart in a research note on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Get Our Latest Report on Walmart

Walmart Company Profile

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.