Bedel Financial Consulting’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.73M | Sell |
24,144
-1,135
| -4% | -$141K | 0.26% | 52 |
|
|
2026
Q1 | $3.14M | Sell |
25,279
-66
| -0.3% | -$8.1K | 0.35% | 42 |
|
|
2025
Q4 | $2.82M | Sell |
25,345
-736
| -3% | -$79K | 0.3% | 44 |
|
|
2025
Q3 | $2.69M | Buy |
26,081
+216
| +0.8% | +$21.5K | 0.34% | 41 |
|
|
2025
Q2 | $2.53M | Sell |
25,865
-50
| -0.2% | -$4.76K | 0.35% | 39 |
|
|
2025
Q1 | $2.55M | Buy |
25,915
+102
| +0.4% | +$9.57K | 0.37% | 33 |
|
|
2024
Q4 | $2.64M | Sell |
25,813
-1,010
| -4% | -$87.6K | 0.37% | 35 |
|
|
2024
Q3 | $2.17M | Buy |
26,823
+969
| +4% | +$71.2K | 0.31% | 41 |
|
|
2024
Q2 | $1.75M | Sell |
25,854
-1,135
| -4% | -$71.5K | 0.26% | 47 |
|
|
2024
Q1 | $1.62M | Buy |
26,989
+70
| +0.3% | +$4K | 0.25% | 49 |
|
|
2023
Q4 | $1.41M | Sell |
26,919
-408
| -1% | -$21.6K | 0.26% | 54 |
|
|
2023
Q3 | $1.46M | Buy |
27,327
+15
| +0.1% | +$798 | 0.29% | 43 |
|
|
2023
Q2 | $1.43M | Buy |
27,312
+819
| +3% | +$41.3K | 0.3% | 46 |
|
|
2023
Q1 | $1.3M | Sell |
26,493
-1,242
| -4% | -$58.9K | 0.32% | 49 |
|
|
2022
Q4 | $1.31M | Buy |
27,735
+273
| +1% | +$13K | 0.33% | 46 |
|
|
2022
Q3 | $1.3M | Buy |
27,462
+1,260
| +5% | +$55.2K | 0.35% | 42 |
|
|
2022
Q2 | $1.06M | Buy |
26,202
+327
| +1% | +$15.1K | 0.31% | 45 |
|
|
2022
Q1 | $1.28M | Buy |
25,875
+75
| +0.3% | +$3.52K | 0.4% | 33 |
|
|
2021
Q4 | $1.24M | Buy |
25,800
+558
| +2% | +$26.6K | 0.39% | 40 |
|
|
2021
Q3 | $1.17M | Sell |
25,242
-1,104
| -4% | -$53.2K | 0.4% | 34 |
|
|
2021
Q2 | $1.24M | Buy |
26,346
+2,043
| +8% | +$95.2K | 0.43% | 30 |
|
|
2021
Q1 | $1.1M | Buy |
24,303
+3,984
| +20% | +$185K | 0.43% | 30 |
|
|
2020
Q4 | $976K | Buy |
20,319
+90
| +0.4% | +$4.37K | 0.43% | 32 |
|
|
2020
Q3 | $943K | Buy |
20,229
+168
| +0.8% | +$7.47K | 0.47% | 30 |
|
|
2020
Q2 | $801K | Sell |
20,061
-144
| -0.7% | -$5.92K | 0.43% | 33 |
|
|
2020
Q1 | $765K | Sell |
20,205
-87
| -0.4% | -$3.35K | 0.51% | 27 |
|
|
2019
Q4 | $804K | Sell |
20,292
-51
| -0.3% | -$2.02K | 0.46% | 31 |
|
|
2019
Q3 | $805K | Buy |
20,343
+792
| +4% | +$29.9K | 0.48% | 35 |
|
|
2019
Q2 | $720K | Sell |
19,551
-186
| -0.9% | -$6.41K | 0.44% | 37 |
|
|
2019
Q1 | $642K | Buy |
19,737
+318
| +2% | +$10.3K | 0.41% | 41 |
|
|
2018
Q4 | $603K | Buy |
19,419
+75
| +0.4% | +$2.4K | 0.43% | 41 |
|
|
2018
Q3 | $617K | Sell |
19,344
-213
| -1% | -$6.51K | 0.41% | 45 |
|
|
2018
Q2 | $558K | Sell |
19,557
-375
| -2% | -$10.7K | 0.41% | 48 |
|
|
2018
Q1 | $591K | Sell |
19,932
-1,038
| -5% | -$33.4K | 0.45% | 46 |
|
|
2017
Q4 | $690K | Buy |
+20,970
| New | +$642K | 0.62% | 34 |
|
Other funds holding WMT
Bedel Financial Consulting's WMT Position: Q2 2026 in Review
Bedel Financial Consulting reduced its Walmart Inc (WMT) stake by 4.5% in Q2 2026, selling an estimated $141K and leaving 24,144 shares worth $2.73M. The position accounts for 0.26% of the portfolio, ranked #52.
Bedel Financial Consulting first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.14M in Q1 2026. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Bedel Financial Consulting held 24,144 shares of Walmart Inc worth $2.73M as of Q2 2026.
- Bedel Financial Consulting sold 1,135 Walmart Inc shares in Q2 2026, an estimated $141K.
- Walmart Inc made up 0.26% of Bedel Financial Consulting's portfolio in Q2 2026, its #52 holding.
- Bedel Financial Consulting first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's Walmart Inc position peaked at $3.14M in Q1 2026.
- 2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.