Bernardo Wealth Planning’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $844K | Buy |
7,451
+437
| +6% | +$54.3K | 0.14% | 67 |
|
|
2026
Q1 | $872K | Sell |
7,014
-110
| -2% | -$13.5K | 0.17% | 56 |
|
|
2025
Q4 | $794K | Buy |
7,124
+102
| +1% | +$11K | 0.15% | 59 |
|
|
2025
Q3 | $724K | Buy |
7,022
+100
| +1% | +$9.96K | 0.14% | 60 |
|
|
2025
Q2 | $677K | Sell |
6,922
-95
| -1% | -$9.05K | 0.15% | 59 |
|
|
2025
Q1 | $616K | Buy |
7,017
+98
| +1% | +$9.19K | 0.15% | 57 |
|
|
2024
Q4 | $644K | Buy |
6,919
+155
| +2% | +$13.4K | 0.15% | 52 |
|
|
2024
Q3 | $547K | Buy |
6,764
+300
| +5% | +$22K | 0.13% | 61 |
|
|
2024
Q2 | $438K | Buy |
6,464
+10
| +0.2% | +$630 | 0.12% | 64 |
|
|
2024
Q1 | $388K | Sell |
6,454
-74
| -1% | -$4.23K | 0.11% | 69 |
|
|
2023
Q4 | $343K | Buy |
6,528
+75
| +1% | +$3.97K | 0.11% | 66 |
|
|
2023
Q3 | $344K | Hold |
6,453
| – | – | 0.14% | 61 |
|
|
2023
Q2 | $338K | Hold |
6,453
| – | – | 0.13% | 61 |
|
|
2023
Q1 | $317K | Sell |
6,453
-30
| -0.5% | -$1.42K | 0.14% | 66 |
|
|
2022
Q4 | $306K | Hold |
6,483
| – | – | 0.14% | 67 |
|
|
2022
Q3 | $295K | Sell |
6,483
-9
| -0.1% | -$394 | 0.17% | 64 |
|
|
2022
Q2 | $263K | Hold |
6,492
| – | – | 0.15% | 67 |
|
|
2022
Q1 | $322K | Sell |
6,492
-90
| -1% | -$4.22K | 0.16% | 65 |
|
|
2021
Q4 | $317K | Buy |
+6,582
| New | +$314K | 0.15% | 62 |
|
|
2021
Q3 | – | Sell |
-4,377
| Closed | -$205K | – | 81 |
|
|
2021
Q2 | $205K | Buy |
+4,377
| New | +$204K | 0.12% | 72 |
|
|
2021
Q1 | – | Sell |
-15,522
| Closed | -$745K | – | 160 |
|
|
2020
Q4 | $745K | Buy |
15,522
+267
| +2% | +$13K | 0.29% | 72 |
|
|
2020
Q3 | $711K | Buy |
15,255
+3,438
| +29% | +$153K | 0.32% | 64 |
|
|
2020
Q2 | $471K | Buy |
11,817
+45
| +0.4% | +$1.85K | 0.25% | 76 |
|
|
2020
Q1 | $445K | Sell |
11,772
-21
| -0.2% | -$808 | 0.31% | 79 |
|
|
2019
Q4 | $467K | Buy |
11,793
+273
| +2% | +$10.8K | 0.28% | 83 |
|
|
2019
Q3 | $455K | Sell |
11,520
-57
| -0.5% | -$2.15K | 0.33% | 75 |
|
|
2019
Q2 | $426K | Sell |
11,577
-468
| -4% | -$16.1K | 0.33% | 81 |
|
|
2019
Q1 | $392K | Buy |
12,045
+6
| +0% | +$195 | 0.31% | 87 |
|
|
2018
Q4 | $374K | Buy |
+12,039
| New | +$386K | 0.33% | 80 |
|
Other funds holding WMT
Bernardo Wealth Planning's WMT Position: Q2 2026 in Review
Bernardo Wealth Planning increased its Walmart Inc (WMT) stake by 6.2% in Q2 2026, buying an estimated $54.3K and bringing the position to 7,451 shares worth $844K. The position accounts for 0.14% of the portfolio, ranked #67.
Bernardo Wealth Planning first reported a position in WMT in Q4 2018 and has held it in 29 quarters since. The position peaked at $872K in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Bernardo Wealth Planning held 7,451 shares of Walmart Inc worth $844K as of Q2 2026.
- Bernardo Wealth Planning bought 437 Walmart Inc shares in Q2 2026, an estimated $54.3K.
- Walmart Inc made up 0.14% of Bernardo Wealth Planning's portfolio in Q2 2026, its #67 holding.
- Bernardo Wealth Planning first reported a position in Walmart Inc in Q4 2018 and has held it in 29 quarters since.
- Bernardo Wealth Planning's Walmart Inc position peaked at $872K in Q1 2026.
- 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.