BFSG LLC’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.74M | Buy |
50,665
+25
| +0% | +$3.1K | 0.51% | 57 |
|
|
2026
Q1 | $6.29M | Sell |
50,640
-2,106
| -4% | -$259K | 0.6% | 52 |
|
|
2025
Q4 | $5.88M | Sell |
52,746
-2,891
| -5% | -$310K | 0.57% | 54 |
|
|
2025
Q3 | $5.73M | Sell |
55,637
-1,790
| -3% | -$178K | 0.55% | 54 |
|
|
2025
Q2 | $5.62M | Sell |
57,427
-1,423
| -2% | -$136K | 0.63% | 51 |
|
|
2025
Q1 | $5.17M | Sell |
58,850
-2,839
| -5% | -$266K | 0.63% | 51 |
|
|
2024
Q4 | $5.57M | Sell |
61,689
-813
| -1% | -$70.5K | 0.65% | 49 |
|
|
2024
Q3 | $5.05M | Sell |
62,502
-9,529
| -13% | -$700K | 0.59% | 54 |
|
|
2024
Q2 | $4.88M | Sell |
72,031
-2,308
| -3% | -$145K | 0.62% | 52 |
|
|
2024
Q1 | $4.47M | Buy |
74,339
+980
| +1% | +$56.1K | 0.59% | 54 |
|
|
2023
Q4 | $3.86M | Sell |
73,359
-1,353
| -2% | -$71.6K | 0.56% | 65 |
|
|
2023
Q3 | $3.98M | Buy |
74,712
+3,555
| +5% | +$189K | 0.65% | 57 |
|
|
2023
Q2 | $3.73M | Sell |
71,157
-1,266
| -2% | -$63.9K | 0.63% | 56 |
|
|
2023
Q1 | $3.56M | Sell |
72,423
-672
| -0.9% | -$31.9K | 0.66% | 55 |
|
|
2022
Q4 | $3.46M | Buy |
73,095
+1,272
| +2% | +$60.4K | 0.69% | 48 |
|
|
2022
Q3 | $3.1M | Sell |
71,823
-1,425
| -2% | -$62.4K | 0.66% | 60 |
|
|
2022
Q2 | $2.97M | Sell |
73,248
-78,459
| -52% | -$3.62M | 0.54% | 70 |
|
|
2022
Q1 | $7.42M | Buy |
151,707
+72,048
| +90% | +$3.38M | 1.17% | 24 |
|
|
2021
Q4 | $3.84M | Sell |
79,659
-1,053
| -1% | -$50.3K | 0.53% | 65 |
|
|
2021
Q3 | $3.75M | Sell |
80,712
-30
| -0% | -$1.45K | 0.57% | 58 |
|
|
2021
Q2 | $3.79M | Buy |
80,742
+1,857
| +2% | +$86.5K | 0.68% | 51 |
|
|
2021
Q1 | $3.57M | Buy |
78,885
+2,163
| +3% | +$100K | 0.58% | 53 |
|
|
2020
Q4 | $3.69M | Buy |
76,722
+2,025
| +3% | +$98.3K | 0.61% | 55 |
|
|
2020
Q3 | $3.48M | Buy |
74,697
+3,150
| +4% | +$140K | 0.65% | 51 |
|
|
2020
Q2 | $2.86M | Buy |
71,547
+3,735
| +6% | +$154K | 0.62% | 52 |
|
|
2020
Q1 | $2.57M | Buy |
67,812
+345
| +0.5% | +$13.3K | 0.66% | 50 |
|
|
2019
Q4 | $2.67M | Buy |
67,467
+120
| +0.2% | +$4.76K | 0.5% | 68 |
|
|
2019
Q3 | $2.66M | Buy |
67,347
+93
| +0.1% | +$3.51K | 0.59% | 58 |
|
|
2019
Q2 | $2.48M | Buy |
67,254
+6,465
| +11% | +$223K | 0.97% | 33 |
|
|
2019
Q1 | $1.98M | Buy |
+60,789
| New | +$1.97M | 0.74% | 46 |
|
Other funds holding WMT
BFSG LLC's WMT Position: Q2 2026 in Review
BFSG LLC increased its Walmart Inc (WMT) stake by 0.05% in Q2 2026, buying an estimated $3.1K and bringing the position to 50,665 shares worth $5.74M. The position accounts for 0.51% of the portfolio, ranked #57.
BFSG LLC first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.42M in Q1 2022. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- BFSG LLC held 50,665 shares of Walmart Inc worth $5.74M as of Q2 2026.
- BFSG LLC bought 25 Walmart Inc shares in Q2 2026, an estimated $3.1K.
- Walmart Inc made up 0.51% of BFSG LLC's portfolio in Q2 2026, its #57 holding.
- BFSG LLC first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
- BFSG LLC's Walmart Inc position peaked at $7.42M in Q1 2022.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.