Bright Financial Advisors’s Walmart Inc WMT Stock Holding History

Bright Financial 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
2026 Q1	$655K	Hold	5,268	–	–	0.3%	33
2025 Q4	$587K	Hold	5,268	–	–	0.28%	36
2025 Q3	$543K	Hold	5,268	–	–	0.27%	36
2025 Q2	$515K	Hold	5,268	–	–	0.29%	33
2025 Q1	$462K	Hold	5,268	–	–	0.28%	35
2024 Q4	$476K	Hold	5,268	–	–	0.3%	34
2024 Q3	$425K	Hold	5,268	–	–	0.27%	32
2024 Q2	$357K	Hold	5,268	–	–	0.25%	33
2024 Q1	$312K	Buy	+5,268	New	+$301K	0.23%	36

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $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

Bright Financial Advisors's WMT Position: Q1 2026 in Review

Bright Financial Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 5,268 shares worth $655K. The position accounts for 0.3% of the portfolio, ranked #33.

Bright Financial Advisors first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Bright Financial Advisors held 5,268 shares of Walmart Inc worth $655K as of Q1 2026.
Bright Financial Advisors left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.3% of Bright Financial Advisors's portfolio in Q1 2026, its #33 holding.
Bright Financial Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.