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BNC Wealth Management’s Walmart Inc WMT Stock Holding History

BNC Wealth Management’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 		$1.64M Buy
+13,170
New +$1.62M 0.45% 54
2022
Q1 		– Sell
-51,786
Closed -$2.5M – 142
2021
Q4 		$2.5M Buy
51,786
+276
+0.5% +$13.2K 1.18% 26
2021
Q3 		$2.39M Sell
51,510
-1,158
-2% -$55.8K 1.42% 20
2021
Q2 		$2.48M Sell
52,668
-1,170
-2% -$54.5K 1.5% 22
2021
Q1 		$2.44M Buy
53,838
+732
+1% +$33.9K 1.73% 19
2020
Q4 		$2.55M Buy
53,106
+4,491
+9% +$218K 1.61% 16
2020
Q3 		$2.27M Buy
+48,615
New +$2.16M 1.59% 15

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BNC Wealth Management's WMT Position: Q1 2026 in Review

BNC Wealth Management opened a new position in Walmart Inc (WMT) in Q1 2026: 13,170 shares worth $1.64M. The stake represents 0.45% of the portfolio and ranks #54 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in WMT as recently as Q4 2021.

BNC Wealth Management first reported a position in WMT in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.55M in Q4 2020. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • BNC Wealth Management held 13,170 shares of Walmart Inc worth $1.64M as of Q1 2026.
  • Walmart Inc was a new BNC Wealth Management position in Q1 2026.
  • Walmart Inc made up 0.45% of BNC Wealth Management's portfolio in Q1 2026, its #54 holding.
  • BNC Wealth Management first reported a position in Walmart Inc in Q3 2020 and has held it in 7 quarters since.
  • BNC Wealth Management's Walmart Inc position peaked at $2.55M in Q4 2020.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.