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Blossom Wealth Management’s Walmart Inc WMT Stock Holding History

Blossom 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 		$608K Sell
5,368
-166
-3% -$20.6K 0.86% 34
2026
Q1 		$688K Sell
5,534
-440
-7% -$54K 1.02% 29
2025
Q4 		$666K Sell
5,974
-275
-4% -$29.5K 1.1% 27
2025
Q3 		$644K Buy
6,249
+35
+0.6% +$3.48K 1.04% 29
2025
Q2 		$608K Buy
6,214
+10
+0.2% +$953 1.08% 28
2025
Q1 		$545K Sell
6,204
-995
-14% -$93.3K 1.1% 28
2024
Q4 		$650K Buy
7,199
+319
+5% +$27.7K 1.25% 23
2024
Q3 		$556K Sell
6,880
-150
-2% -$11K 1.12% 28
2024
Q2 		$476K Sell
7,030
-125
-2% -$7.87K 1.04% 30
2024
Q1 		$430K Buy
7,155
+15
+0.2% +$858 1.04% 31
2023
Q4 		$375K Sell
7,140
-165
-2% -$8.73K 1.01% 38
2023
Q3 		$389K Buy
7,305
+66
+0.9% +$3.51K 1.25% 30
2023
Q2 		$379K Buy
7,239
+315
+5% +$15.9K 1.39% 28
2023
Q1 		$340K Buy
6,924
+1,470
+27% +$69.8K 1.38% 30
2022
Q4 		$258K Buy
5,454
+120
+2% +$5.7K 1.24% 35
2022
Q3 		$231K Buy
5,334
+300
+6% +$13.1K 1.3% 35
2022
Q2 		$204K Buy
5,034
+180
+4% +$8.3K 1.03% 42
2022
Q1 		$241K Buy
4,854
+495
+11% +$23.2K 1.09% 40
2021
Q4 		$210K Buy
+4,359
New +$208K 1.03% 41

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

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

Blossom Wealth Management reduced its Walmart Inc (WMT) stake by 3% in Q2 2026, selling an estimated $20.6K and leaving 5,368 shares worth $608K. The position accounts for 0.86% of the portfolio, ranked #34.

Blossom Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $688K in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Blossom Wealth Management held 5,368 shares of Walmart Inc worth $608K as of Q2 2026.
  • Blossom Wealth Management sold 166 Walmart Inc shares in Q2 2026, an estimated $20.6K.
  • Walmart Inc made up 0.86% of Blossom Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Blossom Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Blossom Wealth Management's Walmart Inc position peaked at $688K in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.