BKM Wealth Management’s Walmart Inc WMT Stock Holding History

BKM 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 Q3	$2.08M	Sell	19,997 -211	-1%	-$23.2K	0.67%	41
2026 Q2	$2.29M	Buy	20,208 +3,480	+21%	+$432K	0.81%	33
2026 Q1	$2.08M	Sell	16,728 -2,487	-13%	-$305K	0.76%	39
2025 Q4	$2.14M	Sell	19,215 -188	-1%	-$20.2K	0.78%	38
2025 Q3	$2M	Buy	19,403 +189	+1%	+$18.8K	0.74%	42
2025 Q2	$1.88M	Sell	19,214 -158	-0.8%	-$15.1K	0.73%	42
2025 Q1	$1.7M	Buy	19,372 +2,552	+15%	+$239K	0.7%	47
2024 Q4	$1.52M	Sell	16,820 -939	-5%	-$81.5K	0.62%	50
2024 Q3	$1.43M	Buy	17,759 +1,365	+8%	+$100K	0.58%	54
2024 Q2	$1.11M	Sell	16,394 -6,621	-29%	-$417K	0.53%	59
2024 Q1	$1.38M	Sell	23,015 -811	-3%	-$46.4K	0.6%	50
2023 Q4	$1.25M	Buy	+23,826	New	+$1.26M	0.53%	51

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

BKM Wealth Management's WMT Position: Q3 2026 in Review

BKM Wealth Management reduced its Walmart Inc (WMT) stake by 1% in Q3 2026, selling an estimated $23.2K and leaving 19,997 shares worth $2.08M. The position accounts for 0.67% of the portfolio, ranked #41.

BKM Wealth Management first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q2 2026. 3,066 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

BKM Wealth Management held 19,997 shares of Walmart Inc worth $2.08M as of Q3 2026.
BKM Wealth Management sold 211 Walmart Inc shares in Q3 2026, an estimated $23.2K.
Walmart Inc made up 0.67% of BKM Wealth Management's portfolio in Q3 2026, its #41 holding.
BKM Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
BKM Wealth Management's Walmart Inc position peaked at $2.29M in Q2 2026.
3,066 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.