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BDFN
Bond & Devick Financial Network’s
Walmart Inc
WMT
Stock Holding History
Bond & Devick Financial Network’s Portfolio
WMT Stock Details
WMT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$696K
Sell
5,597
-65
-1%
-$7.98K
0.19%
79
2025
Q4
$631K
Hold
5,662
–
–
0.18%
80
2025
Q3
$584K
Buy
5,662
+21
+0.4%
+$2.09K
0.18%
82
2025
Q2
$552K
Buy
5,641
+1,200
+27%
+$114K
0.18%
82
2025
Q1
$390K
Sell
4,441
-200
-4%
-$18.8K
0.14%
97
2024
Q4
$375K
Hold
4,641
–
–
0.16%
109
2024
Q3
$375K
Sell
4,641
-300
-6%
-$22K
0.16%
109
2024
Q2
$335K
Sell
4,941
-327
-6%
-$20.6K
0.18%
104
2024
Q1
$317K
Buy
5,268
+27
+0.5%
+$1.54K
0.17%
108
2023
Q4
$275K
Hold
5,241
–
–
0.16%
111
2023
Q3
$279K
Sell
5,241
-300
-5%
-$16K
0.18%
106
2023
Q2
$290K
Hold
5,541
–
–
0.18%
100
2023
Q1
$272K
Buy
5,541
+600
+12%
+$28.5K
0.17%
106
2022
Q4
$234K
Hold
4,941
–
–
0.17%
114
2022
Q3
$214K
Hold
4,941
–
–
0.18%
106
2022
Q2
$200K
Buy
4,941
+750
+18%
+$34.6K
0.17%
106
2022
Q1
$208K
Hold
4,191
–
–
0.17%
106
2021
Q4
$202K
Buy
+4,191
New
+$200K
0.15%
112
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1-Year Est. Return
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$4.04T AUM
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
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$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
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$1.91T AUM
Morgan Stanley
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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