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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Badgley Phelps Wealth Managers's WMT Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Walmart Inc (WMT) stake by 4.1% in Q1 2026, selling an estimated $2.06M and leaving 392,907 shares worth $48.9M. The position accounts for 0.97% of the portfolio, ranked #26.

Badgley Phelps Wealth Managers first reported a position in WMT in Q3 2021 and has held it in 19 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Badgley Phelps Wealth Managers held 392,907 shares of Walmart Inc worth $48.9M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 16,760 Walmart Inc shares in Q1 2026, an estimated $2.06M.
  • Walmart Inc made up 0.97% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #26 holding.
  • Badgley Phelps Wealth Managers first reported a position in Walmart Inc in Q3 2021 and has held it in 19 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.