Bank Julius Baer & Co
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Bank Julius Baer & Co’s Walmart Inc WMT Stock Holding History

Bank Julius Baer & Co’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 		$416M Sell
3,665,267
-1,047,988
-22% -$130M 1.08% 24
2026
Q1 		$585M Buy
4,713,255
+1,541,413
+49% +$189M 1.76% 14
2025
Q4 		$354M Buy
3,171,842
+1,895,477
+149% +$204M 0.98% 24
2025
Q3 		$132M Buy
1,276,365
+39,875
+3% +$3.97M 0.37% 68
2025
Q2 		$121M Sell
1,236,490
-12,421
-1% -$1.18M 0.36% 76
2025
Q1 		$110M Sell
1,248,911
-181,571
-13% -$17M 0.36% 74
2024
Q4 		$143M Sell
1,430,482
-277,310
-16% -$24.1M 0.44% 56
2024
Q3 		$163M Buy
1,707,792
+1,689,795
+9,389% +$124M 0.55% 46
2024
Q2 		$1.18M Sell
17,997
-2,052,768
-99% -$129M ﹤0.01% 227
2024
Q1 		$125M Sell
2,070,765
-15,075
-0.7% -$863K 0.48% 56
2023
Q4 		$110M Sell
2,085,840
-362,814
-15% -$19.2M 0.46% 62
2023
Q3 		$131M Sell
2,448,654
-14,358
-0.6% -$764K 0.76% 31
2023
Q2 		$129M Sell
2,463,012
-174,813
-7% -$8.82M 0.77% 32
2023
Q1 		$130M Sell
2,637,825
-2,285,079
-46% -$108M 0.82% 31
2022
Q4 		$233M Sell
4,922,904
-1,301,301
-21% -$61.8M 1.59% 17
2022
Q3 		$269M Sell
6,224,205
-80,265
-1% -$3.52M 2.04% 12
2022
Q2 		$255M Buy
6,304,470
+1,261,701
+25% +$58.2M 1.8% 16
2022
Q1 		$250M Buy
5,042,769
+3,364,617
+200% +$158M 1.5% 17
2021
Q4 		$80.9M Sell
1,678,152
-21,585
-1% -$1.03M 0.43% 55
2021
Q3 		$79M Sell
1,699,737
-173,913
-9% -$8.38M 0.49% 52
2021
Q2 		$88.1M Buy
1,873,650
+30,684
+2% +$1.43M 0.56% 43
2021
Q1 		$83.4M Buy
1,842,966
+104,424
+6% +$4.84M 0.62% 41
2020
Q4 		$83.5M Buy
1,738,542
+11,883
+0.7% +$577K 0.69% 35
2020
Q3 		$80.5M Buy
1,726,659
+53,136
+3% +$2.36M 0.79% 35
2020
Q2 		$67.4M Buy
1,673,523
+1,672,689
+200,562% +$68.8M 0.78% 35
2020
Q1 		$32K Buy
+834
New +$32.1K ﹤0.01% 565

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 $3.37T AUM 44.26% 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

Bank Julius Baer & Co's WMT Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Walmart Inc (WMT) stake by 22% in Q2 2026, selling an estimated $130M and leaving 3,665,267 shares worth $416M. The position accounts for 1.08% of the portfolio, ranked #24.

Bank Julius Baer & Co first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $585M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bank Julius Baer & Co held 3,665,267 shares of Walmart Inc worth $416M as of Q2 2026.
  • Bank Julius Baer & Co sold 1,047,988 Walmart Inc shares in Q2 2026, an estimated $130M.
  • Walmart Inc made up 1.08% of Bank Julius Baer & Co's portfolio in Q2 2026, its #24 holding.
  • Bank Julius Baer & Co first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Walmart Inc position peaked at $585M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.