BFA
WMT icon

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
Q2 		$597K Hold
5,268
– – 0.25% 38
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
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

Bright Financial Advisors's WMT Position: Q2 2026 in Review

Bright Financial Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 5,268 shares worth $597K. The position accounts for 0.25% of the portfolio, ranked #38.

Bright Financial Advisors first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $655K in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bright Financial Advisors held 5,268 shares of Walmart Inc worth $597K as of Q2 2026.
  • Bright Financial Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.25% of Bright Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Bright Financial Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Bright Financial Advisors's Walmart Inc position peaked at $655K in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.