Bluesphere Advisors’s Walmart Inc WMT Stock Holding History

Bluesphere Advisors’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	$642K	Buy	5,670 +37	+0.7%	+$4.59K	0.2%	59
2026 Q1	$700K	Buy	5,633 +449	+9%	+$55.1K	0.25%	52
2025 Q4	$578K	Buy	5,184 +14	+0.3%	+$1.5K	0.26%	51
2025 Q3	$533K	Buy	5,170 +1	+0%	+$100	0.24%	52
2025 Q2	$505K	Buy	5,169 +3	+0.1%	+$286	0.25%	48
2025 Q1	$454K	Sell	5,166 -4,410	-46%	-$414K	0.26%	48
2024 Q4	$865K	Hold	9,576	–	–	0.42%	36
2024 Q3	$773K	Buy	9,576 +1	+0%	+$73	0.38%	39
2024 Q2	$648K	Buy	9,575 +1,157	+14%	+$72.9K	0.33%	39
2024 Q1	$507K	Buy	8,418 +3	+0%	+$172	0.28%	47
2023 Q4	$442K	Buy	8,415 +2,400	+40%	+$127K	0.27%	50
2023 Q3	$321K	Hold	6,015	–	–	0.23%	58
2023 Q2	$315K	Buy	6,015 +6	+0.1%	+$303	0.22%	58
2023 Q1	$295K	Buy	6,009 +201	+3%	+$9.54K	0.24%	58
2022 Q4	$275K	Hold	5,808	–	–	0.24%	68
2022 Q3	$251K	Buy	5,808 +3	+0.1%	+$131	0.25%	62
2022 Q2	$235K	Buy	5,805 +123	+2%	+$5.67K	0.23%	70
2022 Q1	$282K	Buy	5,682 +3	+0.1%	+$141	0.24%	72
2021 Q4	$274K	Hold	5,679	–	–	0.23%	72
2021 Q3	$264K	Hold	5,679	–	–	0.25%	67
2021 Q2	$267K	Buy	5,679 +3	+0.1%	+$140	0.24%	70
2021 Q1	$257K	Buy	5,676 +678	+14%	+$31.4K	0.23%	75
2020 Q4	$240K	Buy	+4,998	New	+$243K	0.26%	71

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bluesphere Advisors's WMT Position: Q2 2026 in Review

Bluesphere Advisors increased its Walmart Inc (WMT) stake by 0.66% in Q2 2026, buying an estimated $4.59K and bringing the position to 5,670 shares worth $642K. The position accounts for 0.2% of the portfolio, ranked #59.

Bluesphere Advisors first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $865K in Q4 2024. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Bluesphere Advisors held 5,670 shares of Walmart Inc worth $642K as of Q2 2026.
Bluesphere Advisors bought 37 Walmart Inc shares in Q2 2026, an estimated $4.59K.
Walmart Inc made up 0.2% of Bluesphere Advisors's portfolio in Q2 2026, its #59 holding.
Bluesphere Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
Bluesphere Advisors's Walmart Inc position peaked at $865K in Q4 2024.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.