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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
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 $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

BIP Wealth's WMT Position: Q1 2026 in Review

BIP Wealth reduced its Walmart Inc (WMT) stake by 3.5% in Q1 2026, selling an estimated $168K and leaving 38,199 shares worth $4.75M. The position accounts for 0.19% of the portfolio, ranked #83.

BIP Wealth first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • BIP Wealth held 38,199 shares of Walmart Inc worth $4.75M as of Q1 2026.
  • BIP Wealth sold 1,369 Walmart Inc shares in Q1 2026, an estimated $168K.
  • Walmart Inc made up 0.19% of BIP Wealth's portfolio in Q1 2026, its #83 holding.
  • BIP Wealth first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.