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Bell Investment Advisors’s Walmart Inc WMT Stock Holding History

Bell Investment Advisors’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 		$150K Sell
1,320
-266
-17% -$33K 0.02% 150
2026
Q1 		$197K Buy
1,586
+299
+23% +$36.7K 0.03% 123
2025
Q4 		$143K Buy
1,287
+12
+0.9% +$1.29K 0.02% 142
2025
Q3 		$131K Sell
1,275
-304
-19% -$30.3K 0.02% 142
2025
Q2 		$154K Buy
1,579
+158
+11% +$15.1K 0.03% 130
2025
Q1 		$125K Buy
1,421
+81
+6% +$7.6K 0.02% 130
2024
Q4 		$121K Sell
1,340
-41
-3% -$3.56K 0.02% 130
2024
Q3 		$112K Hold
1,381
– – 0.02% 140
2024
Q2 		$93.5K Buy
1,381
+55
+4% +$3.46K 0.02% 143
2024
Q1 		$79.8K Buy
1,326
+75
+6% +$4.29K 0.02% 160
2023
Q4 		$65.7K Sell
1,251
-468
-27% -$24.8K 0.01% 171
2023
Q3 		$91.7K Buy
1,719
+69
+4% +$3.67K 0.02% 128
2023
Q2 		$86.5K Buy
1,650
+459
+39% +$23.2K 0.02% 125
2023
Q1 		$58.5K Buy
1,191
+60
+5% +$2.85K 0.01% 149
2022
Q4 		$53.5K Buy
1,131
+285
+34% +$13.5K 0.01% 158
2022
Q3 		$37K Buy
846
+705
+500% +$30.9K 0.01% 174
2022
Q2 		$6K Buy
+141
New +$6.5K ﹤0.01% 659
2021
Q4 		$19K Buy
399
+54
+16% +$2.58K 0.01% 325
2021
Q3 		$16K Buy
+345
New +$16.6K ﹤0.01% 339

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's WMT Position: Q2 2026 in Review

Bell Investment Advisors reduced its Walmart Inc (WMT) stake by 17% in Q2 2026, selling an estimated $33K and leaving 1,320 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #150.

Bell Investment Advisors first reported a position in WMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $197K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bell Investment Advisors held 1,320 shares of Walmart Inc worth $150K as of Q2 2026.
  • Bell Investment Advisors sold 266 Walmart Inc shares in Q2 2026, an estimated $33K.
  • Walmart Inc made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Bell Investment Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Walmart Inc position peaked at $197K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.