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Bare Financial Services’s Walmart Inc WMT Stock Holding History

Bare Financial Services’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 		$4.3K Sell
38
-24
-39% -$2.98K ﹤0.01% 912
2026
Q1 		$7.71K Buy
62
+24
+63% +$2.95K ﹤0.01% 471
2025
Q4 		$4.23K Buy
38
+14
+58% +$1.5K ﹤0.01% 596
2025
Q3 		$2.47K Buy
+24
New +$2.39K ﹤0.01% 760

Other funds holding WMT

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bare Financial Services's WMT Position: Q2 2026 in Review

Bare Financial Services reduced its Walmart Inc (WMT) stake by 39% in Q2 2026, selling an estimated $2.98K and leaving 38 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Bare Financial Services first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.71K in Q1 2026. 1,801 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bare Financial Services held 38 shares of Walmart Inc worth $4.3K as of Q2 2026.
  • Bare Financial Services sold 24 Walmart Inc shares in Q2 2026, an estimated $2.98K.
  • Walmart Inc made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #912 holding.
  • Bare Financial Services first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Bare Financial Services's Walmart Inc position peaked at $7.71K in Q1 2026.
  • 1,801 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.