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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
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

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

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

BKM Wealth Management increased its Walmart Inc (WMT) stake by 21% in Q2 2026, buying an estimated $432K and bringing the position to 20,208 shares worth $2.29M. The position accounts for 0.81% of the portfolio, ranked #33.

BKM Wealth Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BKM Wealth Management held 20,208 shares of Walmart Inc worth $2.29M as of Q2 2026.
  • BKM Wealth Management bought 3,480 Walmart Inc shares in Q2 2026, an estimated $432K.
  • Walmart Inc made up 0.81% of BKM Wealth Management's portfolio in Q2 2026, its #33 holding.
  • BKM Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.