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Bernicke Wealth Management’s Walmart Inc WMT Stock Holding History

Bernicke 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 		$1.42M Buy
12,548
+89
+0.7% +$11K 0.17% 43
2026
Q1 		$1.55M Sell
12,459
-330
-3% -$40.5K 0.2% 35
2025
Q4 		$1.42M Buy
+12,789
New +$1.37M 0.18% 40

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bernicke Wealth Management increased its Walmart Inc (WMT) stake by 0.71% in Q2 2026, buying an estimated $11K and bringing the position to 12,548 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #43.

Bernicke Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q1 2026. 3,839 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bernicke Wealth Management held 12,548 shares of Walmart Inc worth $1.42M as of Q2 2026.
  • Bernicke Wealth Management bought 89 Walmart Inc shares in Q2 2026, an estimated $11K.
  • Walmart Inc made up 0.17% of Bernicke Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Bernicke Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's Walmart Inc position peaked at $1.55M in Q1 2026.
  • 3,839 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.