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BXM Wealth’s Walmart Inc WMT Stock Holding History

BXM Wealth’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 		$1.16M Buy
10,246
+1,402
+16% +$174K 0.63% 38
2026
Q1 		$1.1M Sell
8,844
-78,523
-90% -$9.64M 0.85% 27
2025
Q4 		$996K Buy
87,367
+77,153
+755% +$8.28M 0.77% 29
2025
Q3 		$1.05M Buy
10,214
+1,337
+15% +$133K 1% 24
2025
Q2 		$868K Hold
8,877
– – 1.03% 25
2025
Q1 		$785K Sell
8,877
-631
-7% -$59.2K 0.94% 33
2024
Q4 		$859K Buy
+9,508
New +$825K 1.2% 23

Other funds holding WMT

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

BXM Wealth's WMT Position: Q2 2026 in Review

BXM Wealth increased its Walmart Inc (WMT) stake by 16% in Q2 2026, buying an estimated $174K and bringing the position to 10,246 shares worth $1.16M. The position accounts for 0.63% of the portfolio, ranked #38.

BXM Wealth first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 1,548 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • BXM Wealth held 10,246 shares of Walmart Inc worth $1.16M as of Q2 2026.
  • BXM Wealth bought 1,402 Walmart Inc shares in Q2 2026, an estimated $174K.
  • Walmart Inc made up 0.63% of BXM Wealth's portfolio in Q2 2026, its #38 holding.
  • BXM Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.