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SevenBridge Financial Group’s Walmart Inc WMT Stock Holding History

SevenBridge Financial Group’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
Q1 		$10.1M Sell
77,886
-2,161
-3% -$265K 1.58% 10
2025
Q4 		$9.42M Buy
80,047
+1,789
+2% +$192K 1.51% 12
2025
Q3 		$8.1M Buy
78,258
+1,532
+2% +$153K 1.33% 13
2025
Q2 		$7.95M Buy
76,726
+1,979
+3% +$189K 1.4% 11
2025
Q1 		$7.23M Sell
74,747
-5,506
-7% -$517K 1.42% 12
2024
Q4 		$8.22M Buy
80,253
+1,306
+2% +$113K 1.56% 12
2024
Q3 		$6.65M Buy
78,947
+4,398
+6% +$323K 1.28% 16
2024
Q2 		$5.05M Buy
74,549
+2,066
+3% +$130K 1.12% 21
2024
Q1 		$4.34M Sell
72,483
-2,445
-3% -$140K 0.98% 29
2023
Q4 		$3.94M Buy
74,928
+63
+0.1% +$3.33K 0.93% 31
2023
Q3 		$3.99M Buy
74,865
+1,332
+2% +$70.9K 1.03% 28
2023
Q2 		$3.85M Sell
73,533
-1,623
-2% -$81.9K 0.99% 27
2023
Q1 		$3.69M Buy
75,156
+1,278
+2% +$60.7K 1.02% 29
2022
Q4 		$3.49M Buy
73,878
+321
+0.4% +$15.2K 1.02% 31
2022
Q3 		$3.18M Sell
73,557
-561
-0.8% -$24.6K 1.08% 29
2022
Q2 		$3M Buy
74,118
+324
+0.4% +$14.9K 1.21% 27
2022
Q1 		$3.66M Sell
73,794
-1,284
-2% -$60.3K 1.29% 23
2021
Q4 		$3.62M Buy
75,078
+1,020
+1% +$48.7K 1.09% 27
2021
Q3 		$3.44M Buy
74,058
+621
+0.8% +$29.9K 1.15% 25
2021
Q2 		$3.45M Buy
73,437
+996
+1% +$46.4K 1.13% 26
2021
Q1 		$3.28M Buy
72,441
+177
+0.2% +$8.2K 1.19% 25
2020
Q4 		$3.47M Buy
72,264
+105
+0.1% +$5.1K 1.36% 24
2020
Q3 		$3.37M Sell
72,159
-351
-0.5% -$15.6K 1.53% 20
2020
Q2 		$2.9M Sell
72,510
-555
-0.8% -$22.8K 1.44% 23
2020
Q1 		$2.77M Buy
73,065
+537
+0.7% +$20.7K 1.6% 20
2019
Q4 		$2.87M Sell
72,528
-1,254
-2% -$49.8K 0.75% 28
2019
Q3 		$2.92M Sell
73,782
-225
-0.3% -$8.49K 1.54% 20
2019
Q2 		$2.73M Buy
74,007
+1,515
+2% +$52.2K 0.98% 30
2019
Q1 		$2.36M Sell
72,492
-168
-0.2% -$5.45K 0.88% 31
2018
Q4 		$2.26M Sell
72,660
-6
-0% -$192 1.38% 23
2018
Q3 		$2.27M Buy
72,666
+1,575
+2% +$48.2K 1.21% 24
2018
Q2 		$2.03M Buy
71,091
+2,955
+4% +$84K 1.13% 27
2018
Q1 		$2.02M Sell
68,136
-594
-0.9% -$19.1K 1.16% 26
2017
Q4 		$2.26M Sell
68,730
-891
-1% -$27.3K 1.25% 20
2017
Q3 		$1.81M Buy
69,621
+2,766
+4% +$72.6K 1.04% 30
2017
Q2 		$1.69M Buy
66,855
+1,851
+3% +$47K 1.03% 29
2017
Q1 		$1.58M Buy
65,004
+345
+0.5% +$7.94K 1.04% 26
2016
Q4 		$1.47M Hold
64,659
– – 1.07% 26
2016
Q3 		$1.47M Buy
64,659
+25,428
+65% +$617K 1.07% 26
2016
Q2 		$955K Buy
+39,231
New +$908K 0.67% 52

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SevenBridge Financial Group's WMT Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Walmart Inc (WMT) stake by 2.7% in Q1 2026, selling an estimated $265K and leaving 77,886 shares worth $10.1M. The position accounts for 1.58% of the portfolio, ranked #10.

SevenBridge Financial Group first reported a position in WMT in Q2 2016 and has held it in 40 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • SevenBridge Financial Group held 77,886 shares of Walmart Inc worth $10.1M as of Q1 2026.
  • SevenBridge Financial Group sold 2,161 Walmart Inc shares in Q1 2026, an estimated $265K.
  • Walmart Inc made up 1.58% of SevenBridge Financial Group's portfolio in Q1 2026, its #10 holding.
  • SevenBridge Financial Group first reported a position in Walmart Inc in Q2 2016 and has held it in 40 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.