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Bullock Wealth Management’s Walmart Inc WMT Stock Holding History

Bullock 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 		$1.71M Buy
15,731
+5,052
+47% +$627K 0.74% 24
2026
Q1 		$1.33M Buy
10,679
+1,429
+15% +$175K 0.67% 30
2025
Q4 		$1.03M Buy
9,250
+378
+4% +$40.6K 0.5% 45
2025
Q3 		$905K Sell
8,872
-164
-2% -$16.3K 0.45% 52
2025
Q2 		$888K Sell
9,036
-30
-0.3% -$2.86K 0.47% 51
2025
Q1 		$805K Sell
9,066
-2,362
-21% -$222K 0.45% 48
2024
Q4 		$1.03M Sell
11,428
-2,280
-17% -$198K 0.6% 35
2024
Q3 		$1.11M Buy
13,708
+267
+2% +$19.6K 0.67% 27
2024
Q2 		$907K Sell
13,441
-126
-0.9% -$7.93K 0.59% 30
2024
Q1 		$814K Buy
+13,567
New +$776K 0.55% 40

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's WMT Position: Q2 2026 in Review

Bullock Wealth Management increased its Walmart Inc (WMT) stake by 47% in Q2 2026, buying an estimated $627K and bringing the position to 15,731 shares worth $1.71M. The position accounts for 0.74% of the portfolio, ranked #24.

Bullock Wealth Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bullock Wealth Management held 15,731 shares of Walmart Inc worth $1.71M as of Q2 2026.
  • Bullock Wealth Management bought 5,052 Walmart Inc shares in Q2 2026, an estimated $627K.
  • Walmart Inc made up 0.74% of Bullock Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Bullock Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.