BlueStem Wealth Partners
WMT icon

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
Q3 		$285K Buy
2,739
+238
+10% +$26.1K 0.03% 109
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

BlueStem Wealth Partners's WMT Position: Q3 2026 in Review

BlueStem Wealth Partners increased its Walmart Inc (WMT) stake by 9.5% in Q3 2026, buying an estimated $26.1K and bringing the position to 2,739 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #109.

BlueStem Wealth Partners first reported a position in WMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $332K in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • BlueStem Wealth Partners held 2,739 shares of Walmart Inc worth $285K as of Q3 2026.
  • BlueStem Wealth Partners bought 238 Walmart Inc shares in Q3 2026, an estimated $26.1K.
  • Walmart Inc made up 0.03% of BlueStem Wealth Partners's portfolio in Q3 2026, its #109 holding.
  • BlueStem Wealth Partners first reported a position in Walmart Inc in Q2 2025 and has held it in 6 quarters since.
  • BlueStem Wealth Partners's Walmart Inc position peaked at $332K in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on BlueStem Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.