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Blue Trust Inc’s Walmart Inc WMT Stock Holding History

Blue Trust Inc’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 		$6.87M Sell
60,695
-4,078
-6% -$506K 0.07% 80
2026
Q1 		$8.05M Sell
64,773
-7,774
-11% -$954K 0.09% 69
2025
Q4 		$8.08M Sell
72,547
-414
-0.6% -$44.5K 0.09% 70
2025
Q3 		$7.52M Buy
72,961
+3,308
+5% +$329K 0.08% 75
2025
Q2 		$6.81M Buy
69,653
+904
+1% +$86.1K 0.08% 77
2025
Q1 		$6.04M Buy
68,749
+2,228
+3% +$209K 0.08% 81
2024
Q4 		$6.01M Sell
66,521
-15,169
-19% -$1.32M 0.08% 82
2024
Q3 		$5.53M Buy
81,690
+32,300
+65% +$2.37M 0.07% 78
2024
Q2 		$2.97M Buy
49,390
+13,200
+36% +$831K 0.04% 100
2024
Q1 		$2.18M Buy
36,190
+958
+3% +$54.8K 0.03% 110
2023
Q4 		$1.88M Sell
35,232
-2,733
-7% -$145K 0.03% 112
2023
Q3 		$1.99M Buy
37,965
+4,125
+12% +$220K 0.03% 116
2023
Q2 		$1.66M Sell
33,840
-13,566
-29% -$684K 0.03% 121
2023
Q1 		$2.24M Buy
47,406
+2,397
+5% +$114K 0.04% 120
2022
Q4 		$1.95M Buy
45,009
+12,282
+38% +$583K 0.03% 114
2022
Q3 		$1.33M Buy
32,727
+3,321
+11% +$145K 0.02% 128
2022
Q2 		$1.46M Buy
+29,406
New +$1.36M 0.02% 115

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Blue Trust Inc's WMT Position: Q2 2026 in Review

Blue Trust Inc reduced its Walmart Inc (WMT) stake by 6.3% in Q2 2026, selling an estimated $506K and leaving 60,695 shares worth $6.87M. The position accounts for 0.07% of the portfolio, ranked #80.

Blue Trust Inc first reported a position in WMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.08M in Q4 2025. 1,980 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Blue Trust Inc held 60,695 shares of Walmart Inc worth $6.87M as of Q2 2026.
  • Blue Trust Inc sold 4,078 Walmart Inc shares in Q2 2026, an estimated $506K.
  • Walmart Inc made up 0.07% of Blue Trust Inc's portfolio in Q2 2026, its #80 holding.
  • Blue Trust Inc first reported a position in Walmart Inc in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Walmart Inc position peaked at $8.08M in Q4 2025.
  • 1,980 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.