Bright Futures Wealth Management’s Walmart Inc WMT Stock Holding History

Bright Futures Wealth Management’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	$992K	Sell	8,759 -5,368	-38%	-$666K	0.64%	51
2026 Q1	$1.76M	Sell	14,127 -237	-2%	-$29.1K	1.2%	20
2025 Q4	$1.6M	Sell	14,364 -65	-0.5%	-$6.98K	1.18%	22
2025 Q3	$1.49M	Buy	+14,429	New	+$1.44M	1.16%	25
2025 Q1	$1.32M	Buy	14,329 +5,122	+56%	+$480K	1.45%	21
2024 Q4	$898K	Sell	9,207 -1,099	-11%	-$95.4K	0.8%	43
2024 Q3	$839K	Buy	10,306 +35	+0.3%	+$2.57K	0.41%	79
2024 Q2	$703K	Buy	10,271 +343	+3%	+$21.6K	0.38%	77
2024 Q1	$674K	Buy	+9,928	New	+$568K	0.36%	80

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

Bright Futures Wealth Management's WMT Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Walmart Inc (WMT) stake by 38% in Q2 2026, selling an estimated $666K and leaving 8,759 shares worth $992K. The position accounts for 0.64% of the portfolio, ranked #51.

Bright Futures Wealth Management first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.76M in Q1 2026. 1,601 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Bright Futures Wealth Management held 8,759 shares of Walmart Inc worth $992K as of Q2 2026.
Bright Futures Wealth Management sold 5,368 Walmart Inc shares in Q2 2026, an estimated $666K.
Walmart Inc made up 0.64% of Bright Futures Wealth Management's portfolio in Q2 2026, its #51 holding.
Bright Futures Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Walmart Inc position peaked at $1.76M in Q1 2026.
1,601 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.