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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
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 $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

Bearing Point Capital's WMT Position: Q1 2026 in Review

Bearing Point Capital reduced its Walmart Inc (WMT) stake by 0.26% in Q1 2026, selling an estimated $1.35K and leaving 4,261 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #128.

Bearing Point Capital first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Bearing Point Capital held 4,261 shares of Walmart Inc worth $530K as of Q1 2026.
  • Bearing Point Capital sold 11 Walmart Inc shares in Q1 2026, an estimated $1.35K.
  • Walmart Inc made up 0.08% of Bearing Point Capital's portfolio in Q1 2026, its #128 holding.
  • Bearing Point Capital first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.