Bay Capital Advisors’s Walmart Inc WMT Stock Holding History

Bay Capital Advisors’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	$535K	Sell	4,727 -820	-15%	-$102K	0.29%	65
2026 Q1	$689K	Hold	5,547	–	–	0.42%	43
2025 Q4	$618K	Hold	5,547	–	–	0.38%	57
2025 Q3	$572K	Hold	5,547	–	–	0.37%	58
2025 Q2	$542K	Buy	5,547 +8	+0.1%	+$762	0.41%	57
2025 Q1	$486K	Buy	5,539 +3	+0.1%	+$281	0.41%	57
2024 Q4	$500K	Buy	+5,536	New	+$480K	0.4%	60

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Bay Capital Advisors's WMT Position: Q2 2026 in Review

Bay Capital Advisors reduced its Walmart Inc (WMT) stake by 15% in Q2 2026, selling an estimated $102K and leaving 4,727 shares worth $535K. The position accounts for 0.29% of the portfolio, ranked #65.

Bay Capital Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Bay Capital Advisors held 4,727 shares of Walmart Inc worth $535K as of Q2 2026.
Bay Capital Advisors sold 820 Walmart Inc shares in Q2 2026, an estimated $102K.
Walmart Inc made up 0.29% of Bay Capital Advisors's portfolio in Q2 2026, its #65 holding.
Bay Capital Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Walmart Inc position peaked at $689K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.