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Berkshire Bank’s Walmart Inc WMT Stock Holding History

Berkshire Bank’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 		$7.17M Sell
63,343
-2,910
-4% -$361K 1.38% 16
2026
Q1 		$8.23M Sell
66,253
-3,090
-4% -$379K 1.69% 14
2025
Q4 		$7.73M Sell
69,343
-933
-1% -$100K 1.57% 13
2025
Q3 		$7.24M Sell
70,276
-3,716
-5% -$370K 1.56% 15
2025
Q2 		$7.23M Buy
73,992
+1,061
+1% +$101K 1.65% 13
2025
Q1 		$6.4M Sell
72,931
-637
-0.9% -$59.8K 1.56% 13
2024
Q4 		$6.65M Sell
73,568
-73
-0.1% -$6.33K 1.55% 13
2024
Q3 		$5.95M Buy
73,641
+2,842
+4% +$209K 1.39% 15
2024
Q2 		$4.79M Sell
70,799
-2,942
-4% -$185K 1.21% 18
2024
Q1 		$4.44M Sell
73,741
-4,220
-5% -$241K 1.1% 21
2023
Q4 		$4.1M Buy
77,961
+174
+0.2% +$9.21K 1.08% 24
2023
Q3 		$4.15M Sell
77,787
-1,566
-2% -$83.3K 1.19% 18
2023
Q2 		$4.16M Sell
79,353
-930
-1% -$46.9K 1.15% 19
2023
Q1 		$3.95M Sell
80,283
-1,062
-1% -$50.4K 1.17% 20
2022
Q4 		$3.84M Sell
81,345
-8,547
-10% -$406K 1.18% 22
2022
Q3 		$3.89M Sell
89,892
-1,470
-2% -$64.4K 1.19% 20
2022
Q2 		$3.7M Buy
91,362
+3,588
+4% +$165K 1.08% 27
2022
Q1 		$4.36M Buy
87,774
+210
+0.2% +$9.86K 1.03% 27
2021
Q4 		$4.22M Buy
87,564
+1,041
+1% +$49.7K 0.94% 31
2021
Q3 		$4.02M Buy
86,523
+1,095
+1% +$52.8K 0.98% 26
2021
Q2 		$4.02M Sell
85,428
-855
-1% -$39.8K 0.97% 27
2021
Q1 		$3.91M Sell
86,283
-951
-1% -$44.1K 0.98% 25
2020
Q4 		$4.19M Buy
87,234
+1,647
+2% +$80K 1.04% 22
2020
Q3 		$3.99M Buy
+85,587
New +$3.81M 1.06% 23

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berkshire Bank's WMT Position: Q2 2026 in Review

Berkshire Bank reduced its Walmart Inc (WMT) stake by 4.4% in Q2 2026, selling an estimated $361K and leaving 63,343 shares worth $7.17M. The position accounts for 1.38% of the portfolio, ranked #16.

Berkshire Bank first reported a position in WMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.23M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Berkshire Bank held 63,343 shares of Walmart Inc worth $7.17M as of Q2 2026.
  • Berkshire Bank sold 2,910 Walmart Inc shares in Q2 2026, an estimated $361K.
  • Walmart Inc made up 1.38% of Berkshire Bank's portfolio in Q2 2026, its #16 holding.
  • Berkshire Bank first reported a position in Walmart Inc in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Walmart Inc position peaked at $8.23M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.