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Bearing Point Capital’s Walmart Inc WMT Stock Holding History

Bearing Point 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 		$493K Buy
4,353
+92
+2% +$11.4K 0.07% 155
2026
Q1 		$530K Sell
4,261
-11
-0.3% -$1.35K 0.08% 128
2025
Q4 		$476K Buy
4,272
+290
+7% +$31.1K 0.07% 143
2025
Q3 		$410K Hold
3,982
– – 0.07% 136
2025
Q2 		$389K Buy
3,982
+1,065
+37% +$101K 0.07% 138
2025
Q1 		$256K Hold
2,917
– – 0.05% 144
2024
Q4 		$264K Buy
+2,917
New +$253K 0.05% 140

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

Bearing Point Capital's WMT Position: Q2 2026 in Review

Bearing Point Capital increased its Walmart Inc (WMT) stake by 2.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 4,353 shares worth $493K. The position accounts for 0.07% of the portfolio, ranked #155.

Bearing Point Capital first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $530K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bearing Point Capital held 4,353 shares of Walmart Inc worth $493K as of Q2 2026.
  • Bearing Point Capital bought 92 Walmart Inc shares in Q2 2026, an estimated $11.4K.
  • Walmart Inc made up 0.07% of Bearing Point Capital's portfolio in Q2 2026, its #155 holding.
  • Bearing Point Capital first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Bearing Point Capital's Walmart Inc position peaked at $530K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.