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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
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

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

BKM Wealth Management's WMT Position: Q1 2026 in Review

BKM Wealth Management reduced its Walmart Inc (WMT) stake by 13% in Q1 2026, selling an estimated $305K and leaving 16,728 shares worth $2.08M. The position accounts for 0.76% of the portfolio, ranked #39.

BKM Wealth Management first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.14M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • BKM Wealth Management held 16,728 shares of Walmart Inc worth $2.08M as of Q1 2026.
  • BKM Wealth Management sold 2,487 Walmart Inc shares in Q1 2026, an estimated $305K.
  • Walmart Inc made up 0.76% of BKM Wealth Management's portfolio in Q1 2026, its #39 holding.
  • BKM Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Walmart Inc position peaked at $2.14M in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.