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Bernard Wealth Management’s Walmart Inc WMT Stock Holding History

Bernard Wealth 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 		$2.79M Buy
24,603
+225
+0.9% +$27.9K 1.03% 23
2026
Q1 		$3.03M Buy
24,378
+682
+3% +$83.7K 1.29% 19
2025
Q4 		$2.64M Sell
23,696
-123
-0.5% -$13.2K 1.07% 20
2025
Q3 		$2.45M Sell
23,819
-228
-0.9% -$22.7K 1.03% 22
2025
Q2 		$2.35M Buy
24,047
+602
+3% +$57.4K 1.09% 21
2025
Q1 		$2.06M Sell
23,445
-84
-0.4% -$7.88K 1.01% 23
2024
Q4 		$2.13M Buy
+23,529
New +$2.04M 1% 21

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 $3.37T AUM 44.26% 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

Bernard Wealth Management's WMT Position: Q2 2026 in Review

Bernard Wealth Management increased its Walmart Inc (WMT) stake by 0.92% in Q2 2026, buying an estimated $27.9K and bringing the position to 24,603 shares worth $2.79M. The position accounts for 1.03% of the portfolio, ranked #23.

Bernard Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.03M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bernard Wealth Management held 24,603 shares of Walmart Inc worth $2.79M as of Q2 2026.
  • Bernard Wealth Management bought 225 Walmart Inc shares in Q2 2026, an estimated $27.9K.
  • Walmart Inc made up 1.03% of Bernard Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Bernard Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Walmart Inc position peaked at $3.03M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.