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Blue Bell Private Wealth Management’s Walmart Inc WMT Stock Holding History

Blue Bell Private 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 		$949K Sell
7,632
-24
-0.3% -$2.95K 0.14% 114
2025
Q4 		$853K Hold
7,656
– – 0.13% 114
2025
Q3 		$789K Buy
7,656
+200
+3% +$19.9K 0.12% 115
2025
Q2 		$729K Buy
7,456
+144
+2% +$13.7K 0.12% 104
2025
Q1 		$642K Buy
7,312
+34
+0.5% +$3.19K 0.12% 107
2024
Q4 		$658K Sell
7,278
-85
-1% -$7.38K 0.13% 101
2024
Q3 		$595K Buy
7,363
+250
+4% +$18.4K 0.11% 110
2024
Q2 		$482K Hold
7,113
– – 0.1% 117
2024
Q1 		$428K Buy
7,113
+12
+0.2% +$687 0.09% 124
2023
Q4 		$373K Buy
7,101
+345
+5% +$18.3K 0.09% 120
2023
Q3 		$360K Buy
6,756
+198
+3% +$10.5K 0.1% 106
2023
Q2 		$344K Buy
6,558
+1,695
+35% +$85.5K 0.09% 106
2023
Q1 		$239K Hold
4,863
– – 0.07% 114
2022
Q4 		$230K Hold
4,863
– – 0.08% 103
2022
Q3 		$210K Hold
4,863
– – 0.08% 103
2022
Q2 		$197K Sell
4,863
-1,809
-27% -$83.4K 0.07% 103
2022
Q1 		$331K Hold
6,672
– – 0.09% 81
2021
Q4 		$322K Buy
+6,672
New +$319K 0.08% 82
2016
Q4 		– Sell
-7,728
Closed -$186K – 397
2016
Q3 		$186K Buy
7,728
+48
+0.6% +$1.17K 0.11% 96
2016
Q2 		$187K Hold
7,680
– – 0.12% 94
2016
Q1 		$175K Hold
7,680
– – 0.12% 100
2015
Q4 		$157K Hold
7,680
– – 0.11% 112
2015
Q3 		$166K Sell
7,680
-3,570
-32% -$81.9K 0.11% 107
2015
Q2 		$266K Hold
11,250
– – 0.16% 79
2015
Q1 		$308K Hold
11,250
– – 0.18% 66
2014
Q4 		$322K Hold
11,250
– – 0.19% 70
2014
Q3 		$287K Hold
11,250
– – 0.17% 78
2014
Q2 		$282K Hold
11,250
– – 0.17% 79
2014
Q1 		$287K Hold
11,250
– – 0.19% 67
2013
Q4 		$295K Buy
+11,250
New +$291K 0.23% 64

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

Blue Bell Private Wealth Management's WMT Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Walmart Inc (WMT) stake by 0.31% in Q1 2026, selling an estimated $2.95K and leaving 7,632 shares worth $949K. The position accounts for 0.14% of the portfolio, ranked #114.

Blue Bell Private Wealth Management first reported a position in WMT in Q4 2013 and has held it in 30 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Blue Bell Private Wealth Management held 7,632 shares of Walmart Inc worth $949K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 24 Walmart Inc shares in Q1 2026, an estimated $2.95K.
  • Walmart Inc made up 0.14% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Blue Bell Private Wealth Management first reported a position in Walmart Inc in Q4 2013 and has held it in 30 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.