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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC's WMT Position: Q1 2026 in Review

Betterment LLC increased its Walmart Inc (WMT) stake by 11% in Q1 2026, buying an estimated $112K and bringing the position to 9,111 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Betterment LLC first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Betterment LLC held 9,111 shares of Walmart Inc worth $1.13M as of Q1 2026.
  • Betterment LLC bought 910 Walmart Inc shares in Q1 2026, an estimated $112K.
  • Walmart Inc made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #307 holding.
  • Betterment LLC first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.