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Bellwether Advisors’s Walmart Inc WMT Stock Holding History

Bellwether 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 		$1.86M Buy
14,927
+10,920
+273% +$1.34M 0.31% 72
2025
Q4 		$446K Buy
4,007
+409
+11% +$43.9K 0.07% 89
2025
Q3 		$371K Buy
3,598
+42
+1% +$4.18K 0.06% 107
2025
Q2 		$348K Buy
3,556
+14
+0.4% +$1.33K 0.06% 97
2025
Q1 		$311K Sell
3,542
-10,169
-74% -$954K 0.07% 102
2024
Q4 		$1.24M Sell
13,711
-2,196
-14% -$191K 0.22% 63
2024
Q3 		$1.28M Buy
15,907
+4,344
+38% +$319K 0.25% 62
2024
Q2 		$783K Buy
+11,563
New +$728K 0.16% 76
2023
Q2 		– Sell
-141
Closed -$6.93K – 453
2023
Q1 		$6.93K Hold
141
– – ﹤0.01% 294
2022
Q4 		$6.77K Sell
141
-495
-78% -$23.5K ﹤0.01% 295
2022
Q3 		$27K Buy
636
+336
+112% +$14.7K 0.01% 201
2022
Q2 		$12K Buy
300
+57
+23% +$2.63K ﹤0.01% 241
2022
Q1 		$12K Hold
243
– – ﹤0.01% 301
2021
Q4 		$11K Hold
243
– – ﹤0.01% 330
2021
Q3 		$11K Buy
243
+105
+76% +$5.06K ﹤0.01% 299
2021
Q2 		$6K Hold
138
– – ﹤0.01% 307
2021
Q1 		$6K Hold
138
– – ﹤0.01% 294
2020
Q4 		$6K Buy
+138
New +$6.7K ﹤0.01% 263

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

Bellwether Advisors's WMT Position: Q1 2026 in Review

Bellwether Advisors increased its Walmart Inc (WMT) stake by 273% in Q1 2026, buying an estimated $1.34M and bringing the position to 14,927 shares worth $1.86M. The position accounts for 0.31% of the portfolio, ranked #72.

Bellwether Advisors first reported a position in WMT in Q4 2020 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Bellwether Advisors held 14,927 shares of Walmart Inc worth $1.86M as of Q1 2026.
  • Bellwether Advisors bought 10,920 Walmart Inc shares in Q1 2026, an estimated $1.34M.
  • Walmart Inc made up 0.31% of Bellwether Advisors's portfolio in Q1 2026, its #72 holding.
  • Bellwether Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.