BAM
WMT icon

Bellevue Asset Management’s Walmart Inc WMT Stock Holding History

Bellevue Asset Management’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 		$12.1K Buy
107
+20
+23% +$2.48K 0.01% 279
2026
Q1 		$10.9K Hold
87
– – 0.01% 272
2025
Q4 		$9.77K Hold
87
– – ﹤0.01% 284
2025
Q3 		$9.03K Hold
87
– – ﹤0.01% 291
2025
Q2 		$8.55K Hold
87
– – ﹤0.01% 291
2025
Q1 		$7.64K Hold
87
– – ﹤0.01% 289
2024
Q4 		$7.86K Buy
+87
New +$7.55K ﹤0.01% 300
2022
Q3 		– Sell
-45
Closed -$2K – 513
2022
Q2 		$2K Hold
45
– – ﹤0.01% 450
2022
Q1 		$2K Buy
+45
New +$2.11K ﹤0.01% 486
2021
Q2 		– Sell
-183
Closed -$8K – 654
2021
Q1 		$8K Hold
183
– – 0.01% 373
2020
Q4 		$9K Buy
+183
New +$8.89K 0.01% 358

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

Bellevue Asset Management's WMT Position: Q2 2026 in Review

Bellevue Asset Management increased its Walmart Inc (WMT) stake by 23% in Q2 2026, buying an estimated $2.48K and bringing the position to 107 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #279.

Bellevue Asset Management first reported a position in WMT in Q4 2020 and has held it in 11 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bellevue Asset Management held 107 shares of Walmart Inc worth $12.1K as of Q2 2026.
  • Bellevue Asset Management bought 20 Walmart Inc shares in Q2 2026, an estimated $2.48K.
  • Walmart Inc made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #279 holding.
  • Bellevue Asset Management first reported a position in Walmart Inc in Q4 2020 and has held it in 11 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.