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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
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 $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

Bell Investment Advisors's WMT Position: Q1 2026 in Review

Bell Investment Advisors increased its Walmart Inc (WMT) stake by 23% in Q1 2026, buying an estimated $36.7K and bringing the position to 1,586 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #123.

Bell Investment Advisors first reported a position in WMT in Q3 2021 and has held it in 18 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Bell Investment Advisors held 1,586 shares of Walmart Inc worth $197K as of Q1 2026.
  • Bell Investment Advisors bought 299 Walmart Inc shares in Q1 2026, an estimated $36.7K.
  • Walmart Inc made up 0.03% of Bell Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • Bell Investment Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 18 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.