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BridgePort Financial Solutions’s Walmart Inc WMT Stock Holding History

BridgePort Financial Solutions’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 		$586K Buy
5,176
+1,167
+29% +$145K 0.15% 120
2026
Q1 		$498K Sell
4,009
-1,664
-29% -$204K 0.14% 125
2025
Q4 		$632K Buy
5,673
+275
+5% +$29.5K 0.17% 113
2025
Q3 		$556K Buy
+5,398
New +$537K 0.15% 122

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

BridgePort Financial Solutions's WMT Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Walmart Inc (WMT) stake by 29% in Q2 2026, buying an estimated $145K and bringing the position to 5,176 shares worth $586K. The position accounts for 0.15% of the portfolio, ranked #120.

BridgePort Financial Solutions first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $632K in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BridgePort Financial Solutions held 5,176 shares of Walmart Inc worth $586K as of Q2 2026.
  • BridgePort Financial Solutions bought 1,167 Walmart Inc shares in Q2 2026, an estimated $145K.
  • Walmart Inc made up 0.15% of BridgePort Financial Solutions's portfolio in Q2 2026, its #120 holding.
  • BridgePort Financial Solutions first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's Walmart Inc position peaked at $632K in Q4 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.