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BCGM Wealth Management’s Walmart Inc WMT Stock Holding History

BCGM 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
Q1 		$252K Sell
2,026
-8
-0.4% -$982 0.06% 164
2025
Q4 		$227K Sell
2,034
-66
-3% -$7.09K 0.06% 168
2025
Q3 		$216K Hold
2,100
– – 0.06% 167
2025
Q2 		$205K Buy
+2,100
New +$200K 0.06% 160

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCGM Wealth Management's WMT Position: Q1 2026 in Review

BCGM Wealth Management reduced its Walmart Inc (WMT) stake by 0.39% in Q1 2026, selling an estimated $982 and leaving 2,026 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #164.

BCGM Wealth Management first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • BCGM Wealth Management held 2,026 shares of Walmart Inc worth $252K as of Q1 2026.
  • BCGM Wealth Management sold 8 Walmart Inc shares in Q1 2026, an estimated $982.
  • Walmart Inc made up 0.06% of BCGM Wealth Management's portfolio in Q1 2026, its #164 holding.
  • BCGM Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.