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BIP Wealth’s Walmart Inc WMT Stock Holding History

BIP Wealth’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 		$4.47M Buy
39,505
+1,306
+3% +$162K 0.13% 128
2026
Q1 		$4.75M Sell
38,199
-1,369
-3% -$168K 0.19% 83
2025
Q4 		$4.41M Buy
39,568
+18,399
+87% +$1.98M 0.16% 96
2025
Q3 		$2.18M Buy
21,169
+3,406
+19% +$339K 0.11% 85
2025
Q2 		$1.74M Buy
17,763
+323
+2% +$30.8K 0.11% 76
2025
Q1 		$1.53M Sell
17,440
-35
-0.2% -$3.28K 0.1% 73
2024
Q4 		$1.58M Buy
17,475
+1,281
+8% +$111K 0.11% 75
2024
Q3 		$1.31M Buy
16,194
+1,496
+10% +$110K 0.09% 78
2024
Q2 		$995K Sell
14,698
-74
-0.5% -$4.66K 0.08% 77
2024
Q1 		$889K Buy
14,772
+2,211
+18% +$127K 0.07% 92
2023
Q4 		$660K Sell
12,561
-6
-0% -$317 0.05% 97
2023
Q3 		$670K Buy
12,567
+2,595
+26% +$138K 0.06% 88
2023
Q2 		$523K Sell
9,972
-3,081
-24% -$155K 0.04% 103
2023
Q1 		$642K Buy
+13,053
New +$620K 0.07% 94

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

BIP Wealth's WMT Position: Q2 2026 in Review

BIP Wealth increased its Walmart Inc (WMT) stake by 3.4% in Q2 2026, buying an estimated $162K and bringing the position to 39,505 shares worth $4.47M. The position accounts for 0.13% of the portfolio, ranked #128.

BIP Wealth first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.75M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BIP Wealth held 39,505 shares of Walmart Inc worth $4.47M as of Q2 2026.
  • BIP Wealth bought 1,306 Walmart Inc shares in Q2 2026, an estimated $162K.
  • Walmart Inc made up 0.13% of BIP Wealth's portfolio in Q2 2026, its #128 holding.
  • BIP Wealth first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's Walmart Inc position peaked at $4.75M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.