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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
Q2 		$244K Buy
2,151
+125
+6% +$15.5K 0.05% 166
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 $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

BCGM Wealth Management's WMT Position: Q2 2026 in Review

BCGM Wealth Management increased its Walmart Inc (WMT) stake by 6.2% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,151 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #166.

BCGM Wealth Management first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $252K in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BCGM Wealth Management held 2,151 shares of Walmart Inc worth $244K as of Q2 2026.
  • BCGM Wealth Management bought 125 Walmart Inc shares in Q2 2026, an estimated $15.5K.
  • Walmart Inc made up 0.05% of BCGM Wealth Management's portfolio in Q2 2026, its #166 holding.
  • BCGM Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • BCGM Wealth Management's Walmart Inc position peaked at $252K in Q1 2026.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.