Bernardo Wealth Planning’s Walmart Inc WMT Stock Holding History

Bernardo Wealth Planning’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	$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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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. 2,199 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.
2,199 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.