Betterment LLC
WMT icon

Betterment LLC’s Walmart Inc WMT Stock Holding History

Betterment LLC’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 		$1.07M Buy
9,446
+335
+4% +$41.6K ﹤0.01% 332
2026
Q1 		$1.13M Buy
9,111
+910
+11% +$112K ﹤0.01% 307
2025
Q4 		$914K Buy
8,201
+907
+12% +$97.4K ﹤0.01% 313
2025
Q3 		$752K Sell
7,294
-255
-3% -$25.4K ﹤0.01% 325
2025
Q2 		$738K Buy
7,549
+564
+8% +$53.7K ﹤0.01% 305
2025
Q1 		$613K Buy
6,985
+567
+9% +$53.2K ﹤0.01% 313
2024
Q4 		$580K Buy
6,418
+958
+18% +$83.1K ﹤0.01% 308
2024
Q3 		$441K Buy
5,460
+765
+16% +$56.2K ﹤0.01% 326
2024
Q2 		$318K Buy
+4,695
New +$296K ﹤0.01% 341

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 $3.38T AUM 44.17% 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

Betterment LLC's WMT Position: Q2 2026 in Review

Betterment LLC increased its Walmart Inc (WMT) stake by 3.7% in Q2 2026, buying an estimated $41.6K and bringing the position to 9,446 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Betterment LLC first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Betterment LLC held 9,446 shares of Walmart Inc worth $1.07M as of Q2 2026.
  • Betterment LLC bought 335 Walmart Inc shares in Q2 2026, an estimated $41.6K.
  • Walmart Inc made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #332 holding.
  • Betterment LLC first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • Betterment LLC's Walmart Inc position peaked at $1.13M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.