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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bluesphere Advisors's WMT Position: Q1 2026 in Review

Bluesphere Advisors increased its Walmart Inc (WMT) stake by 8.7% in Q1 2026, buying an estimated $55.1K and bringing the position to 5,633 shares worth $700K. The position accounts for 0.25% of the portfolio, ranked #52.

Bluesphere Advisors first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $865K in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Bluesphere Advisors held 5,633 shares of Walmart Inc worth $700K as of Q1 2026.
Bluesphere Advisors bought 449 Walmart Inc shares in Q1 2026, an estimated $55.1K.
Walmart Inc made up 0.25% of Bluesphere Advisors's portfolio in Q1 2026, its #52 holding.
Bluesphere Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
Bluesphere Advisors's Walmart Inc position peaked at $865K in Q4 2024.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.