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Badgley Phelps Wealth Managers’s Walmart Inc WMT Stock Holding History

Badgley Phelps Wealth Managers’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 		$43.8M Sell
387,161
-5,746
-1% -$713K 0.77% 34
2026
Q1 		$48.9M Sell
392,907
-16,760
-4% -$2.06M 0.97% 26
2025
Q4 		$45.6M Buy
409,667
+7,620
+2% +$818K 0.84% 31
2025
Q3 		$41.4M Buy
402,047
+5,098
+1% +$508K 0.87% 30
2025
Q2 		$38.8M Sell
396,949
-1,620
-0.4% -$154K 0.86% 30
2025
Q1 		$35.1M Sell
398,569
-3,951
-1% -$371K 0.85% 31
2024
Q4 		$36.4M Buy
402,520
+6,912
+2% +$600K 0.85% 31
2024
Q3 		$31.9M Buy
395,608
+10,747
+3% +$789K 0.74% 35
2024
Q2 		$26.1M Buy
384,861
+23,650
+7% +$1.49M 0.64% 44
2024
Q1 		$21.8M Sell
361,211
-6,067
-2% -$347K 0.55% 58
2023
Q4 		$19.4M Buy
367,278
+33,507
+10% +$1.77M 0.53% 60
2023
Q3 		$17.8M Buy
333,771
+7,566
+2% +$403K 0.61% 58
2023
Q2 		$17.1M Buy
326,205
+3,057
+0.9% +$154K 0.56% 61
2023
Q1 		$15.9M Buy
323,148
+4,794
+2% +$228K 0.58% 59
2022
Q4 		$15M Buy
318,354
+2,415
+0.8% +$115K 0.6% 58
2022
Q3 		$13.7M Buy
315,939
+4,920
+2% +$216K 0.59% 57
2022
Q2 		$12.6M Buy
311,019
+108
+0% +$4.98K 0.52% 67
2022
Q1 		$15.4M Buy
310,911
+3,165
+1% +$149K 0.54% 62
2021
Q4 		$14.8M Buy
307,746
+3,525
+1% +$168K 0.48% 72
2021
Q3 		$14.1M Buy
+304,221
New +$14.7M 0.51% 66

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 $3.38T AUM 44.17% 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

Badgley Phelps Wealth Managers's WMT Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Walmart Inc (WMT) stake by 1.5% in Q2 2026, selling an estimated $713K and leaving 387,161 shares worth $43.8M. The position accounts for 0.77% of the portfolio, ranked #34.

Badgley Phelps Wealth Managers first reported a position in WMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $48.9M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Badgley Phelps Wealth Managers held 387,161 shares of Walmart Inc worth $43.8M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 5,746 Walmart Inc shares in Q2 2026, an estimated $713K.
  • Walmart Inc made up 0.77% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #34 holding.
  • Badgley Phelps Wealth Managers first reported a position in Walmart Inc in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Walmart Inc position peaked at $48.9M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.