BCU Wealth Advisors’s Walmart Inc WMT Stock Holding History

BCU Wealth 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	$337K	Sell	2,971 -7	-0.2%	-$869	0.11%	55
2026 Q1	$370K	Buy	2,978 +4	+0.1%	+$491	0.14%	44
2025 Q4	$331K	Hold	2,974	–	–	0.13%	49
2025 Q3	$306K	Buy	2,974 +5	+0.2%	+$498	0.12%	50
2025 Q2	$290K	Buy	2,969 +485	+20%	+$46.2K	0.13%	46
2025 Q1	$218K	Buy	2,484 +4	+0.2%	+$375	0.11%	48
2024 Q4	$224K	Hold	2,480	–	–	0.13%	49
2024 Q3	$200K	Buy	+2,480	New	+$182K	0.12%	52

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

BCU Wealth Advisors's WMT Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.24% in Q2 2026, selling an estimated $869 and leaving 2,971 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #55.

BCU Wealth Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $370K in Q1 2026. 938 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

BCU Wealth Advisors held 2,971 shares of Walmart Inc worth $337K as of Q2 2026.
BCU Wealth Advisors sold 7 Walmart Inc shares in Q2 2026, an estimated $869.
Walmart Inc made up 0.11% of BCU Wealth Advisors's portfolio in Q2 2026, its #55 holding.
BCU Wealth Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
BCU Wealth Advisors's Walmart Inc position peaked at $370K in Q1 2026.
938 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.