BlueSky Wealth Advisors’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$411K Sell
3,628
-1,323
-27% -$164K 0.05% 80
2026
Q1
$615K Buy
4,951
+1,495
+43% +$184K 0.08% 66
2025
Q4
$385K Hold
3,456
0.05% 61
2025
Q3
$356K Buy
3,456
+156
+5% +$15.5K 0.05% 64
2025
Q2
$323K Hold
3,300
0.05% 60
2025
Q1
$290K Hold
3,300
0.04% 63
2024
Q4
$298K Hold
3,300
0.05% 63
2024
Q3
$266K Hold
3,300
0.04% 65
2024
Q2
$223K Buy
+3,300
New +$208K 0.04% 73

Other funds holding WMT

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

BlueSky Wealth Advisors reduced its Walmart Inc (WMT) stake by 27% in Q2 2026, selling an estimated $164K and leaving 3,628 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #80.

BlueSky Wealth Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $615K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BlueSky Wealth Advisors held 3,628 shares of Walmart Inc worth $411K as of Q2 2026.
  • BlueSky Wealth Advisors sold 1,323 Walmart Inc shares in Q2 2026, an estimated $164K.
  • Walmart Inc made up 0.05% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • BlueSky Wealth Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • BlueSky Wealth Advisors's Walmart Inc position peaked at $615K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.