Bell & Brown Wealth Advisors’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
Q1 | $7.1M | Sell |
57,127
-410
| -0.7% | -$50.3K | 2.3% | 13 |
|
|
2025
Q4 | $6.41M | Sell |
57,537
-456
| -0.8% | -$49K | 2.06% | 15 |
|
|
2025
Q3 | $5.98M | Buy |
57,993
+307
| +0.5% | +$30.6K | 1.96% | 21 |
|
|
2025
Q2 | $5.64M | Buy |
57,686
+340
| +0.6% | +$32.4K | 2.02% | 19 |
|
|
2025
Q1 | $5.03M | Buy |
57,346
+2,066
| +4% | +$194K | 1.96% | 19 |
|
|
2024
Q4 | $4.99M | Buy |
55,280
+151
| +0.3% | +$13.1K | 1.86% | 22 |
|
|
2024
Q3 | $4.45M | Sell |
55,129
-25
| -0% | -$1.84K | 1.74% | 24 |
|
|
2024
Q2 | $3.73M | Sell |
55,154
-277
| -0.5% | -$17.4K | 1.43% | 23 |
|
|
2024
Q1 | $3.34M | Sell |
55,431
-1,284
| -2% | -$73.5K | 1.43% | 26 |
|
|
2023
Q4 | $2.98M | Buy |
+56,715
| New | +$3M | 1.38% | 27 |
|
|
2023
Q2 | $3.02M | Buy |
57,639
+855
| +2% | +$43.1K | 1.51% | 26 |
|
|
2023
Q1 | $2.79M | Buy |
56,784
+24
| +0% | +$1.14K | 1.49% | 28 |
|
|
2022
Q4 | $2.68M | Buy |
56,760
+471
| +0.8% | +$22.4K | 1.48% | 29 |
|
|
2022
Q3 | $2.43M | Buy |
56,289
+678
| +1% | +$29.7K | 1.5% | 29 |
|
|
2022
Q2 | $2.25M | Buy |
55,611
+1,185
| +2% | +$54.6K | 1.21% | 34 |
|
|
2022
Q1 | $2.7M | Buy |
54,426
+2,058
| +4% | +$96.6K | 1.22% | 30 |
|
|
2021
Q4 | $2.41M | Buy |
52,368
+6,828
| +15% | +$326K | 1.16% | 39 |
|
|
2021
Q3 | $2.12M | Buy |
+45,540
| New | +$2.19M | 1.14% | 35 |
|
|
2020
Q3 | $1.83M | Sell |
38,127
-792
| -2% | -$35.2K | 1.33% | 29 |
|
|
2020
Q2 | $1.68M | Sell |
38,919
-165
| -0.4% | -$6.79K | 1.31% | 28 |
|
|
2020
Q1 | $1.61M | Buy |
39,084
+1,233
| +3% | +$47.4K | 1.49% | 26 |
|
|
2019
Q4 | $1.45M | Sell |
37,851
-798
| -2% | -$31.7K | 1.08% | 37 |
|
|
2019
Q3 | $1.52M | Buy |
38,649
+708
| +2% | +$26.7K | 1.25% | 36 |
|
|
2019
Q2 | $1.4M | Buy |
37,941
+120
| +0.3% | +$4.14K | 1.23% | 35 |
|
|
2019
Q1 | $1.23M | Buy |
37,821
+333
| +0.9% | +$10.8K | 1.12% | 39 |
|
|
2018
Q4 | $1.16M | Buy |
37,488
+342
| +0.9% | +$11K | 1.25% | 34 |
|
|
2018
Q3 | $1.24M | Buy |
37,146
+2,238
| +6% | +$68.5K | 1.15% | 37 |
|
|
2018
Q2 | $997K | Buy |
34,908
+2,694
| +8% | +$76.6K | 0.98% | 42 |
|
|
2018
Q1 | $933K | Buy |
32,214
+1,224
| +4% | +$39.4K | 0.98% | 45 |
|
|
2017
Q4 | $1.02M | Buy |
+30,990
| New | +$948K | 1.06% | 43 |
|
Other funds holding WMT
VCM
VPM
Bell & Brown Wealth Advisors's WMT Position: Q1 2026 in Review
Bell & Brown Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.71% in Q1 2026, selling an estimated $50.3K and leaving 57,127 shares worth $7.1M. The position accounts for 2.3% of the portfolio, ranked #13.
Bell & Brown Wealth Advisors first reported a position in WMT in Q4 2017 and has held it in 30 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Bell & Brown Wealth Advisors held 57,127 shares of Walmart Inc worth $7.1M as of Q1 2026.
- Bell & Brown Wealth Advisors sold 410 Walmart Inc shares in Q1 2026, an estimated $50.3K.
- Walmart Inc made up 2.3% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #13 holding.
- Bell & Brown Wealth Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 30 quarters since.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.