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BSW Wealth Partners’s Walmart Inc WMT Stock Holding History

BSW Wealth Partners’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 		$1.28M Sell
11,263
-293
-3% -$36.4K 0.14% 88
2026
Q1 		$1.44M Buy
11,556
+95
+0.8% +$11.7K 0.18% 73
2025
Q4 		$1.28M Sell
11,461
-140
-1% -$15K 0.15% 80
2025
Q3 		$1.2M Sell
11,601
-302
-3% -$30.1K 0.15% 78
2025
Q2 		$1.16M Buy
11,903
+40
+0.3% +$3.81K 0.16% 77
2025
Q1 		$1.04M Sell
11,863
-12
-0.1% -$1.13K 0.16% 80
2024
Q4 		$1.07M Buy
11,875
+266
+2% +$23.1K 0.16% 81
2024
Q3 		$937K Buy
11,609
+42
+0.4% +$3.08K 0.14% 85
2024
Q2 		$783K Buy
11,567
+304
+3% +$19.1K 0.13% 93
2024
Q1 		$678K Buy
11,263
+2,152
+24% +$123K 0.11% 107
2023
Q4 		$479K Sell
9,111
-93
-1% -$4.92K 0.1% 128
2023
Q3 		$491K Buy
9,204
+3
+0% +$160 0.11% 110
2023
Q2 		$482K Sell
9,201
-150
-2% -$7.57K 0.1% 114
2023
Q1 		$460K Hold
9,351
– – 0.09% 148
2022
Q4 		$442K Hold
9,351
– – 0.09% 150
2022
Q3 		$404K Buy
9,351
+12
+0.1% +$526 0.1% 140
2022
Q2 		$378K Buy
9,339
+30
+0.3% +$1.38K 0.09% 154
2022
Q1 		$462K Sell
9,309
-102
-1% -$4.79K 0.12% 135
2021
Q4 		$454K Buy
9,411
+1,275
+16% +$60.9K 0.11% 131
2021
Q3 		$378K Sell
8,136
-36
-0.4% -$1.73K 0.11% 136
2021
Q2 		$384K Hold
8,172
– – 0.11% 129
2021
Q1 		$370K Buy
8,172
+36
+0.4% +$1.67K 0.11% 116
2020
Q4 		$391K Buy
8,136
+1,518
+23% +$73.7K 0.12% 101
2020
Q3 		$309K Sell
6,618
-3
-0% -$133 0.12% 99
2020
Q2 		$264K Buy
6,621
+231
+4% +$9.5K 0.09% 116
2020
Q1 		$242K Buy
6,390
+1,152
+22% +$44.3K 0.1% 96
2019
Q4 		$207K Buy
5,238
+42
+0.8% +$1.67K 0.07% 119
2019
Q3 		$206K Buy
+5,196
New +$196K 0.08% 101

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

BSW Wealth Partners's WMT Position: Q2 2026 in Review

BSW Wealth Partners reduced its Walmart Inc (WMT) stake by 2.5% in Q2 2026, selling an estimated $36.4K and leaving 11,263 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #88.

BSW Wealth Partners first reported a position in WMT in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.44M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BSW Wealth Partners held 11,263 shares of Walmart Inc worth $1.28M as of Q2 2026.
  • BSW Wealth Partners sold 293 Walmart Inc shares in Q2 2026, an estimated $36.4K.
  • Walmart Inc made up 0.14% of BSW Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • BSW Wealth Partners first reported a position in Walmart Inc in Q3 2019 and has held it in 28 quarters since.
  • BSW Wealth Partners's Walmart Inc position peaked at $1.44M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.