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Birch Hill Investment Advisors’s Walmart Inc WMT Stock Holding History

Birch Hill Investment Advisors’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 		$1.31M Sell
11,537
-372
-3% -$46.2K 0.05% 104
2026
Q1 		$1.48M Hold
11,909
– – 0.07% 97
2025
Q4 		$1.33M Buy
11,909
+172
+1% +$18.5K 0.06% 102
2025
Q3 		$1.21M Sell
11,737
-455
-4% -$45.3K 0.05% 103
2025
Q2 		$1.19M Buy
12,192
+955
+8% +$91K 0.05% 104
2025
Q1 		$986K Buy
11,237
+1,564
+16% +$147K 0.05% 110
2024
Q4 		$874K Buy
9,673
+298
+3% +$25.9K 0.04% 115
2024
Q3 		$757K Hold
9,375
– – 0.04% 116
2024
Q2 		$635K Hold
9,375
– – 0.03% 123
2024
Q1 		$564K Sell
9,375
-453
-5% -$25.9K 0.03% 124
2023
Q4 		$516K Buy
9,828
+525
+6% +$27.8K 0.03% 117
2023
Q3 		$496K Hold
9,303
– – 0.03% 116
2023
Q2 		$487K Sell
9,303
-60
-0.6% -$3.03K 0.03% 116
2023
Q1 		$460K Hold
9,363
– – 0.03% 121
2022
Q4 		$443K Hold
9,363
– – 0.03% 118
2022
Q3 		$405K Hold
9,363
– – 0.03% 117
2022
Q2 		$379K Sell
9,363
-2,934
-24% -$135K 0.02% 123
2022
Q1 		$610K Sell
12,297
-4,575
-27% -$215K 0.03% 111
2021
Q4 		$814K Sell
16,872
-5,475
-24% -$261K 0.04% 107
2021
Q3 		$1.04M Sell
22,347
-1,200
-5% -$57.8K 0.06% 97
2021
Q2 		$1.11M Sell
23,547
-3,000
-11% -$140K 0.06% 92
2021
Q1 		$1.2M Sell
26,547
-8,850
-25% -$410K 0.07% 89
2020
Q4 		$1.7M Buy
35,397
+5,475
+18% +$266K 0.1% 78
2020
Q3 		$1.4M Sell
29,922
-135
-0.4% -$6K 0.09% 78
2020
Q2 		$1.2M Sell
30,057
-600
-2% -$24.7K 0.09% 80
2020
Q1 		$1.16M Sell
30,657
-3,975
-11% -$153K 0.1% 74
2019
Q4 		$1.37M Sell
34,632
-2,610
-7% -$104K 0.09% 81
2019
Q3 		$1.47M Buy
37,242
+324
+0.9% +$12.2K 0.11% 78
2019
Q2 		$1.36M Hold
36,918
– – 0.1% 78
2019
Q1 		$1.2M Sell
36,918
-750
-2% -$24.3K 0.09% 80
2018
Q4 		$1.17M Sell
37,668
-750
-2% -$24K 0.1% 79
2018
Q3 		$1.2M Buy
38,418
+2,025
+6% +$61.9K 0.09% 80
2018
Q2 		$1.04M Buy
36,393
+13,995
+62% +$398K 0.08% 82
2018
Q1 		$664K Buy
+22,398
New +$720K 0.06% 93
2014
Q2 		– Sell
-12,432
Closed -$317K – 138
2014
Q1 		$317K Sell
12,432
-7,617
-38% -$191K 0.03% 116
2013
Q4 		$526K Hold
20,049
– – 0.06% 105
2013
Q3 		$494K Sell
20,049
-3,966
-17% -$100K 0.06% 105
2013
Q2 		$596K Buy
+24,015
New +$615K 0.07% 98

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Birch Hill Investment Advisors's WMT Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Walmart Inc (WMT) stake by 3.1% in Q2 2026, selling an estimated $46.2K and leaving 11,537 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #104.

Birch Hill Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.7M in Q4 2020. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Birch Hill Investment Advisors held 11,537 shares of Walmart Inc worth $1.31M as of Q2 2026.
  • Birch Hill Investment Advisors sold 372 Walmart Inc shares in Q2 2026, an estimated $46.2K.
  • Walmart Inc made up 0.05% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Birch Hill Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 38 quarters since.
  • Birch Hill Investment Advisors's Walmart Inc position peaked at $1.7M in Q4 2020.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.