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Birchcreek Wealth Management’s Walmart Inc WMT Stock Holding History

Birchcreek Wealth Management’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 		$585K Buy
5,163
+481
+10% +$59.7K 0.23% 72
2026
Q1 		$582K Hold
4,682
– – 0.28% 63
2025
Q4 		$522K Sell
4,682
-437
-9% -$46.9K 0.26% 63
2025
Q3 		$528K Hold
5,119
– – 0.27% 61
2025
Q2 		$501K Sell
5,119
-20
-0.4% -$1.91K 0.28% 64
2025
Q1 		$451K Buy
5,139
+20
+0.4% +$1.88K 0.28% 63
2024
Q4 		$463K Hold
5,119
– – 0.29% 71
2024
Q3 		$413K Hold
5,119
– – 0.27% 74
2024
Q2 		$347K Sell
5,119
-2
-0% -$126 0.2% 102
2024
Q1 		$308K Sell
5,121
-195
-4% -$11.2K 0.16% 115
2023
Q4 		$279K Sell
5,316
-18
-0.3% -$952 0.17% 107
2023
Q3 		$284K Buy
5,334
+204
+4% +$10.9K 0.19% 108
2023
Q2 		$269K Sell
5,130
-318
-6% -$16K 0.19% 111
2023
Q1 		$268K Buy
5,448
+510
+10% +$24.2K 0.21% 107
2022
Q4 		$233K Buy
4,938
+117
+2% +$5.56K 0.21% 113
2022
Q3 		$208K Sell
4,821
-168
-3% -$7.36K 0.19% 113
2022
Q2 		$202K Buy
+4,989
New +$230K 0.18% 113
2021
Q1 		– Sell
-4,338
Closed -$208K – 301
2020
Q4 		$208K Buy
+4,338
New +$211K 0.2% 96

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 $3.37T AUM 44.26% 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

Birchcreek Wealth Management's WMT Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Walmart Inc (WMT) stake by 10% in Q2 2026, buying an estimated $59.7K and bringing the position to 5,163 shares worth $585K. The position accounts for 0.23% of the portfolio, ranked #72.

Birchcreek Wealth Management first reported a position in WMT in Q4 2020 and has held it in 18 quarters since. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Birchcreek Wealth Management held 5,163 shares of Walmart Inc worth $585K as of Q2 2026.
  • Birchcreek Wealth Management bought 481 Walmart Inc shares in Q2 2026, an estimated $59.7K.
  • Walmart Inc made up 0.23% of Birchcreek Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Birchcreek Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 18 quarters since.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.