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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bernard Wealth Management's WMT Position: Q1 2026 in Review

Bernard Wealth Management increased its Walmart Inc (WMT) stake by 2.9% in Q1 2026, buying an estimated $83.7K and bringing the position to 24,378 shares worth $3.03M. The position accounts for 1.29% of the portfolio, ranked #19.

Bernard Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Bernard Wealth Management held 24,378 shares of Walmart Inc worth $3.03M as of Q1 2026.
Bernard Wealth Management bought 682 Walmart Inc shares in Q1 2026, an estimated $83.7K.
Walmart Inc made up 1.29% of Bernard Wealth Management's portfolio in Q1 2026, its #19 holding.
Bernard Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.