BHFP
WMT icon

Blom & Howell Financial Planning’s Walmart Inc WMT Stock Holding History

Blom & Howell Financial Planning’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 		$449K Sell
3,962
-22
-0.6% -$2.73K 0.37% 39
2026
Q1 		$495K Sell
3,984
-263
-6% -$32.3K 0.49% 33
2025
Q4 		$473K Buy
+4,247
New +$456K 0.47% 34

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

Blom & Howell Financial Planning's WMT Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Walmart Inc (WMT) stake by 0.55% in Q2 2026, selling an estimated $2.73K and leaving 3,962 shares worth $449K. The position accounts for 0.37% of the portfolio, ranked #39.

Blom & Howell Financial Planning first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $495K in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Blom & Howell Financial Planning held 3,962 shares of Walmart Inc worth $449K as of Q2 2026.
  • Blom & Howell Financial Planning sold 22 Walmart Inc shares in Q2 2026, an estimated $2.73K.
  • Walmart Inc made up 0.37% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #39 holding.
  • Blom & Howell Financial Planning first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Walmart Inc position peaked at $495K in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.