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 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 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

BlueStem Wealth Partners's WMT Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Walmart Inc (WMT) stake by 4.2% in Q1 2026, buying an estimated $13.3K and bringing the position to 2,674 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #100.

BlueStem Wealth Partners first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

BlueStem Wealth Partners held 2,674 shares of Walmart Inc worth $332K as of Q1 2026.
BlueStem Wealth Partners bought 108 Walmart Inc shares in Q1 2026, an estimated $13.3K.
Walmart Inc made up 0.04% of BlueStem Wealth Partners's portfolio in Q1 2026, its #100 holding.
BlueStem Wealth Partners first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.