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 Q2	–	Sell	-13,170	Closed	-$1.64M	–	118
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BNC Wealth Management's WMT Position: Q2 2026 in Review

BNC Wealth Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 13,170 shares — an estimated $1.64M sold.

BNC Wealth Management first reported a position in WMT in Q3 2020 and held it in 7 quarters. The position peaked at $2.55M in Q4 2020. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

BNC Wealth Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
BNC Wealth Management sold 13,170 Walmart Inc shares in Q2 2026, an estimated $1.64M.
BNC Wealth Management first reported a position in Walmart Inc in Q3 2020 and held it in 7 quarters.
BNC Wealth Management's Walmart Inc position peaked at $2.55M in Q4 2020.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.