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Bolthouse Investments’s Walmart Inc WMT Stock Holding History

Bolthouse Investments’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 		$395K Hold
3,484
– – 0.32% 58
2026
Q1 		$433K Hold
3,484
– – 0.39% 49
2025
Q4 		$388K Hold
3,484
– – 0.35% 52
2025
Q3 		$359K Hold
3,484
– – 0.33% 55
2025
Q2 		$341K Hold
3,484
– – 0.34% 58
2025
Q1 		$306K Buy
3,484
+485
+16% +$45.5K 0.32% 59
2024
Q4 		$271K Buy
+2,999
New +$260K 0.25% 71

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

Bolthouse Investments's WMT Position: Q2 2026 in Review

Bolthouse Investments held its Walmart Inc (WMT) position steady in Q2 2026 at 3,484 shares worth $395K. The position accounts for 0.32% of the portfolio, ranked #58.

Bolthouse Investments first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $433K in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bolthouse Investments held 3,484 shares of Walmart Inc worth $395K as of Q2 2026.
  • Bolthouse Investments left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.32% of Bolthouse Investments's portfolio in Q2 2026, its #58 holding.
  • Bolthouse Investments first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Bolthouse Investments's Walmart Inc position peaked at $433K in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.