Bridgewealth Advisory Group’s Walmart Inc WMT Stock Holding History

Bridgewealth Advisory Group’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	$1.68M	Sell	14,810 -157	-1%	-$19.5K	0.32%	46
2026 Q1	$1.86M	Buy	14,967 +156	+1%	+$19.2K	0.39%	35
2025 Q4	$1.65M	Sell	14,811 -100	-0.7%	-$10.7K	0.36%	45
2025 Q3	$1.54M	Sell	14,911 -653	-4%	-$65K	0.36%	41
2025 Q2	$1.52M	Buy	+15,564	New	+$1.48M	0.39%	41
2025 Q1	–	Sell	-16,999	Closed	-$1.79M	–	117
2024 Q4	$1.79M	Buy	16,999 +7,743	+84%	+$672K	0.5%	37
2024 Q3	$747K	Buy	+9,256	New	+$680K	0.27%	44

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Bridgewealth Advisory Group's WMT Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Walmart Inc (WMT) stake by 1% in Q2 2026, selling an estimated $19.5K and leaving 14,810 shares worth $1.68M. The position accounts for 0.32% of the portfolio, ranked #46.

Bridgewealth Advisory Group first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Bridgewealth Advisory Group held 14,810 shares of Walmart Inc worth $1.68M as of Q2 2026.
Bridgewealth Advisory Group sold 157 Walmart Inc shares in Q2 2026, an estimated $19.5K.
Walmart Inc made up 0.32% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #46 holding.
Bridgewealth Advisory Group first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
Bridgewealth Advisory Group's Walmart Inc position peaked at $1.86M in Q1 2026.
1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.