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Bordeaux Wealth Advisors’s Walmart Inc WMT Stock Holding History

Bordeaux Wealth Advisors’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
2025
Q2 		$843K Buy
8,626
+719
+9% +$68.5K 0.11% 64
2025
Q1 		$694K Sell
7,907
-353
-4% -$33.1K 0.13% 72
2024
Q4 		$746K Hold
8,260
– – 0.12% 69
2024
Q3 		$667K Buy
8,260
+2,630
+47% +$193K 0.12% 74
2024
Q2 		$381K Buy
+5,630
New +$355K 0.07% 96
2022
Q2 		– Sell
-4,896
Closed -$243K – 93
2022
Q1 		$243K Buy
4,896
+330
+7% +$15.5K 0.13% 79
2021
Q4 		$220K Buy
+4,566
New +$218K 0.1% 90

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Bordeaux Wealth Advisors's WMT Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Walmart Inc (WMT) stake by 9.1% in Q2 2025, buying an estimated $68.5K and bringing the position to 8,626 shares worth $843K. The position accounts for 0.11% of the portfolio, ranked #64.

Bordeaux Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 7 quarters since. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Bordeaux Wealth Advisors held 8,626 shares of Walmart Inc worth $843K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 719 Walmart Inc shares in Q2 2025, an estimated $68.5K.
  • Walmart Inc made up 0.11% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #64 holding.
  • Bordeaux Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 7 quarters since.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.