Bluesphere Advisors
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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
Q3 		$586K Sell
5,636
-34
-0.6% -$3.73K 0.18% 62
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% +$9.5K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Bluesphere Advisors's WMT Position: Q3 2026 in Review

Bluesphere Advisors reduced its Walmart Inc (WMT) stake by 0.6% in Q3 2026, selling an estimated $3.73K and leaving 5,636 shares worth $586K. The position accounts for 0.18% of the portfolio, ranked #62.

Bluesphere Advisors first reported a position in WMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $865K in Q4 2024. 1,560 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Bluesphere Advisors held 5,636 shares of Walmart Inc worth $586K as of Q3 2026.
  • Bluesphere Advisors sold 34 Walmart Inc shares in Q3 2026, an estimated $3.73K.
  • Walmart Inc made up 0.18% of Bluesphere Advisors's portfolio in Q3 2026, its #62 holding.
  • Bluesphere Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 24 quarters since.
  • Bluesphere Advisors's Walmart Inc position peaked at $865K in Q4 2024.
  • 1,560 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.