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BlueStem Wealth Partners’s Walmart Inc WMT Stock Holding History

BlueStem Wealth Partners’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 		$283K Sell
2,501
-173
-6% -$21.5K 0.03% 105
2026
Q1 		$332K Buy
2,674
+108
+4% +$13.3K 0.04% 100
2025
Q4 		$286K Sell
2,566
-78
-3% -$8.38K 0.03% 102
2025
Q3 		$272K Buy
2,644
+282
+12% +$28.1K 0.03% 98
2025
Q2 		$231K Buy
+2,362
New +$225K 0.03% 109

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BlueStem Wealth Partners's WMT Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its Walmart Inc (WMT) stake by 6.5% in Q2 2026, selling an estimated $21.5K and leaving 2,501 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #105.

BlueStem Wealth Partners first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $332K in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BlueStem Wealth Partners held 2,501 shares of Walmart Inc worth $283K as of Q2 2026.
  • BlueStem Wealth Partners sold 173 Walmart Inc shares in Q2 2026, an estimated $21.5K.
  • Walmart Inc made up 0.03% of BlueStem Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • BlueStem Wealth Partners first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • BlueStem Wealth Partners's Walmart Inc position peaked at $332K in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.