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Berry Wealth Group’s Walmart Inc WMT Stock Holding History

Berry Wealth Group’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 		$715K Sell
6,311
-68
-1% -$8.44K 2.3% 13
2026
Q1 		$793K Sell
6,379
-742
-10% -$91.1K 2.96% 9
2025
Q4 		$793K Sell
7,121
-1,044
-13% -$112K 2.79% 10
2025
Q3 		$841K Sell
8,165
-50,359
-86% -$5.01M 2.75% 10
2025
Q2 		$5.72M Buy
58,524
+36
+0.1% +$3.43K 4% 7
2025
Q1 		$5.13M Sell
58,488
-2,069
-3% -$194K 4.02% 7
2024
Q4 		$5.47M Sell
60,557
-2,194
-3% -$190K 3.95% 7
2024
Q3 		$5.07M Buy
62,751
+889
+1% +$65.3K 3.63% 7
2024
Q2 		$4.19M Sell
61,862
-143
-0.2% -$9.01K 3.35% 11
2024
Q1 		$3.73M Sell
62,005
-8,855
-12% -$507K 3.1% 12
2023
Q4 		$3.72M Buy
+70,860
New +$3.75M 3.43% 12

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

Berry Wealth Group's WMT Position: Q2 2026 in Review

Berry Wealth Group reduced its Walmart Inc (WMT) stake by 1.1% in Q2 2026, selling an estimated $8.44K and leaving 6,311 shares worth $715K. The position accounts for 2.3% of the portfolio, ranked #13.

Berry Wealth Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.72M in Q2 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Berry Wealth Group held 6,311 shares of Walmart Inc worth $715K as of Q2 2026.
  • Berry Wealth Group sold 68 Walmart Inc shares in Q2 2026, an estimated $8.44K.
  • Walmart Inc made up 2.3% of Berry Wealth Group's portfolio in Q2 2026, its #13 holding.
  • Berry Wealth Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Walmart Inc position peaked at $5.72M in Q2 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.