Bear Mountain Capital’s Walmart Inc WMT Stock Holding History

Bear Mountain Capital’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	$17.3K	Hold	152	–	–	0.01%	86
2026 Q1	$19.4K	Buy	152 +1	+0.7%	+$123	0.01%	88
2025 Q4	$18.1K	Sell	151 -22	-13%	-$2.36K	0.01%	89
2025 Q3	$18.4K	Buy	173 +2	+1%	+$199	0.01%	89
2025 Q2	$16.2K	Sell	171 -166	-49%	-$15.8K	0.01%	88
2025 Q1	$32.3K	Buy	337 +167	+98%	+$15.7K	0.01%	77
2024 Q4	$15.9K	Buy	170 +20	+13%	+$1.74K	0.01%	86
2024 Q3	$12.2K	Hold	150	–	–	﹤0.01%	86
2024 Q2	$10.4K	Hold	150	–	–	﹤0.01%	99
2024 Q1	$8.95K	Buy	150 +132	+733%	+$7.55K	﹤0.01%	122
2023 Q4	$971	Buy	+18	New	+$952	﹤0.01%	186

Other funds holding WMT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Bear Mountain Capital's WMT Position: Q2 2026 in Review

Bear Mountain Capital held its Walmart Inc (WMT) position steady in Q2 2026 at 152 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #86.

Bear Mountain Capital first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.3K in Q1 2025. 1,801 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Bear Mountain Capital held 152 shares of Walmart Inc worth $17.3K as of Q2 2026.
Bear Mountain Capital left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #86 holding.
Bear Mountain Capital first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's Walmart Inc position peaked at $32.3K in Q1 2025.
1,801 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.