BB
WMT icon

Bell Bank’s Walmart Inc WMT Stock Holding History

Bell Bank’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 		$2.52M Buy
22,265
+860
+4% +$107K 0.1% 76
2026
Q1 		$2.66M Buy
21,405
+437
+2% +$53.7K 0.11% 66
2025
Q4 		$2.34M Buy
20,968
+989
+5% +$106K 0.1% 67
2025
Q3 		$2.06M Sell
19,979
-224
-1% -$22.3K 0.09% 77
2025
Q2 		$1.98M Buy
20,203
+326
+2% +$31.1K 0.09% 72
2025
Q1 		$1.75M Buy
19,877
+8,890
+81% +$834K 0.09% 73
2024
Q4 		$993K Buy
10,987
+2,433
+28% +$211K 0.07% 99
2024
Q3 		$691K Buy
8,554
+38
+0.4% +$2.79K 0.08% 112
2024
Q2 		$577K Hold
8,516
– – 0.05% 125
2024
Q1 		$512K Sell
8,516
-79
-0.9% -$4.52K 0.04% 140
2023
Q4 		$452K Buy
8,595
+273
+3% +$14.4K 0.04% 134
2023
Q3 		$444K Buy
8,322
+1,776
+27% +$94.5K 0.05% 130
2023
Q2 		$343K Sell
6,546
-171
-3% -$8.63K 0.04% 153
2023
Q1 		$330K Sell
6,717
-3,744
-36% -$178K 0.03% 154
2022
Q4 		$494K Hold
10,461
– – 0.06% 130
2022
Q3 		$453K Sell
10,461
-237
-2% -$10.4K 0.06% 129
2022
Q2 		$434K Buy
10,698
+3,681
+52% +$170K 0.05% 143
2022
Q1 		$348K Hold
7,017
– – 0.04% 146
2021
Q4 		$338K Hold
7,017
– – 0.04% 145
2021
Q3 		$326K Sell
7,017
-138
-2% -$6.65K 0.04% 141
2021
Q2 		$336K Buy
7,155
+138
+2% +$6.43K 0.04% 142
2021
Q1 		$318K Hold
7,017
– – 0.05% 141
2020
Q4 		$337K Buy
7,017
+2,583
+58% +$125K 0.05% 130
2020
Q3 		$207K Buy
+4,434
New +$197K 0.04% 143
2019
Q4 		– Sell
-5,703
Closed -$226K – 172
2019
Q3 		$226K Buy
+5,703
New +$215K 0.04% 149
2016
Q3 		– Sell
-135,270
Closed -$3.29M – 134
2016
Q2 		$3.29M Buy
135,270
+8,814
+7% +$204K 1.89% 19
2016
Q1 		$2.89M Sell
126,456
-423
-0.3% -$9.28K 1.88% 21
2015
Q4 		$2.59M Buy
+126,879
New +$2.55M 1.86% 16
2015
Q3 		– Sell
-10,959
Closed -$259K – 151
2015
Q2 		$259K Buy
10,959
+825
+8% +$21K 0.19% 134
2015
Q1 		$278K Sell
10,134
-2,931
-22% -$83.2K 0.2% 138
2014
Q4 		$374K Sell
13,065
-825
-6% -$22.3K 0.26% 131
2014
Q3 		$354K Sell
13,890
-468
-3% -$11.8K 0.25% 133
2014
Q2 		$359K Sell
14,358
-2,814
-16% -$72.3K 0.25% 139
2014
Q1 		$437K Sell
17,172
-4,959
-22% -$125K 0.29% 141
2013
Q4 		$580K Sell
22,131
-25,680
-54% -$663K 0.3% 143
2013
Q3 		$1.18M Sell
47,811
-2,151
-4% -$54.2K 0.41% 94
2013
Q2 		$1.24M Buy
+49,962
New +$1.28M 0.44% 93

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
EB
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

Bell Bank's WMT Position: Q2 2026 in Review

Bell Bank increased its Walmart Inc (WMT) stake by 4% in Q2 2026, buying an estimated $107K and bringing the position to 22,265 shares worth $2.52M. The position accounts for 0.1% of the portfolio, ranked #76.

Bell Bank first reported a position in WMT in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.29M in Q2 2016. 835 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bell Bank held 22,265 shares of Walmart Inc worth $2.52M as of Q2 2026.
  • Bell Bank bought 860 Walmart Inc shares in Q2 2026, an estimated $107K.
  • Walmart Inc made up 0.1% of Bell Bank's portfolio in Q2 2026, its #76 holding.
  • Bell Bank first reported a position in Walmart Inc in Q2 2013 and has held it in 37 quarters since.
  • Bell Bank's Walmart Inc position peaked at $3.29M in Q2 2016.
  • 835 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.