Bauman Advisory Group’s Walmart Inc WMT Stock Holding History

Bauman Advisory Group’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	$1.49M	Buy	13,189 +3,908	+42%	+$485K	0.79%	24
2026 Q1	$1.15M	Sell	9,281 -958	-9%	-$118K	0.81%	25
2025 Q4	$1.14M	Buy	+10,239	New	+$1.1M	0.92%	20

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bauman Advisory Group's WMT Position: Q2 2026 in Review

Bauman Advisory Group increased its Walmart Inc (WMT) stake by 42% in Q2 2026, buying an estimated $485K and bringing the position to 13,189 shares worth $1.49M. The position accounts for 0.79% of the portfolio, ranked #24.

Bauman Advisory Group first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Bauman Advisory Group held 13,189 shares of Walmart Inc worth $1.49M as of Q2 2026.
Bauman Advisory Group bought 3,908 Walmart Inc shares in Q2 2026, an estimated $485K.
Walmart Inc made up 0.79% of Bauman Advisory Group's portfolio in Q2 2026, its #24 holding.
Bauman Advisory Group first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.