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Blodgett Wealth Advisors’s Walmart Inc WMT Stock Holding History

Blodgett Wealth 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 		$528K Buy
4,660
+578
+14% +$71.8K 0.35% 39
2026
Q1 		$507K Buy
4,082
+2
+0% +$246 0.4% 35
2025
Q4 		$455K Hold
4,080
– – 0.32% 37
2025
Q3 		$420K Buy
4,080
+2
+0% +$199 0.29% 39
2025
Q2 		$399K Buy
4,078
+5
+0.1% +$476 0.31% 40
2025
Q1 		$358K Buy
4,073
+427
+12% +$40.1K 0.3% 41
2024
Q4 		$329K Buy
3,646
+350
+11% +$30.4K 0.26% 45
2024
Q3 		$266K Buy
3,296
+3
+0.1% +$220 0.22% 54
2024
Q2 		$223K Buy
+3,293
New +$207K 0.19% 56
2023
Q1 		– Sell
-4,569
Closed -$216K – 67
2022
Q4 		$216K Sell
4,569
-300
-6% -$14.2K 0.26% 57
2022
Q3 		$211K Sell
4,869
-1,497
-24% -$65.6K 0.25% 58
2022
Q2 		$258K Sell
6,366
-246
-4% -$11.3K 0.28% 58
2022
Q1 		$328K Sell
6,612
-3,000
-31% -$141K 0.27% 58
2021
Q4 		$464K Buy
+9,612
New +$459K 0.36% 53

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

Blodgett Wealth Advisors's WMT Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $71.8K and bringing the position to 4,660 shares worth $528K. The position accounts for 0.35% of the portfolio, ranked #39.

Blodgett Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 14 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Blodgett Wealth Advisors held 4,660 shares of Walmart Inc worth $528K as of Q2 2026.
  • Blodgett Wealth Advisors bought 578 Walmart Inc shares in Q2 2026, an estimated $71.8K.
  • Walmart Inc made up 0.35% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Blodgett Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 14 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.