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BAM Wealth Management’s Walmart Inc WMT Stock Holding History

BAM Wealth Management’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 		$864K Sell
7,626
-9,730
-56% -$1.21M 0.54% 49
2026
Q1 		$2.16M Buy
17,356
+6,327
+57% +$777K 1.61% 14
2025
Q4 		$1.23M Buy
11,029
+47
+0.4% +$5.05K 0.89% 24
2025
Q3 		$1.13M Buy
+10,982
New +$1.09M 0.88% 23

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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

BAM Wealth Management's WMT Position: Q2 2026 in Review

BAM Wealth Management reduced its Walmart Inc (WMT) stake by 56% in Q2 2026, selling an estimated $1.21M and leaving 7,626 shares worth $864K. The position accounts for 0.54% of the portfolio, ranked #49.

BAM Wealth Management first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.16M in Q1 2026. 2,771 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BAM Wealth Management held 7,626 shares of Walmart Inc worth $864K as of Q2 2026.
  • BAM Wealth Management sold 9,730 Walmart Inc shares in Q2 2026, an estimated $1.21M.
  • Walmart Inc made up 0.54% of BAM Wealth Management's portfolio in Q2 2026, its #49 holding.
  • BAM Wealth Management first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Walmart Inc position peaked at $2.16M in Q1 2026.
  • 2,771 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.