Bellars Harris Wealth Management, LLC’s Walmart Inc WMT Stock Holding History

Bellars Harris Wealth Management, LLC’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	$8.76M	Buy	+77,362	New	+$9.6M	1.78%	22

Other funds holding WMT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's WMT Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Walmart Inc (WMT) in Q2 2026: 77,362 shares worth $8.76M. The stake represents 1.78% of the portfolio and ranks #22 among its holdings.

2,778 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Bellars Harris Wealth Management, LLC held 77,362 shares of Walmart Inc worth $8.76M as of Q2 2026.
Walmart Inc was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Walmart Inc made up 1.78% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #22 holding.
2,778 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.