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Stonebridge Financial Group (Pennsylvania)’s Walmart Inc WMT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$7.84M Buy
69,189
+658
+1% +$81.7K 0.59% 44
2026
Q1 		$8.52M Buy
68,531
+413
+0.6% +$50.7K 0.7% 37
2025
Q4 		$7.59M Buy
68,118
+1,408
+2% +$151K 0.65% 38
2025
Q3 		$6.88M Sell
66,710
-673
-1% -$67K 0.61% 43
2025
Q2 		$6.59M Sell
67,383
-2,530
-4% -$241K 0.64% 39
2025
Q1 		$6.14M Sell
69,913
-379
-0.5% -$35.6K 0.65% 37
2024
Q4 		$6.35M Buy
+70,292
New +$6.1M 0.7% 32

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s WMT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Walmart Inc (WMT) stake by 0.96% in Q2 2026, buying an estimated $81.7K and bringing the position to 69,189 shares worth $7.84M. The position accounts for 0.59% of the portfolio, ranked #44.

Stonebridge Financial Group (Pennsylvania) first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.52M in Q1 2026. 3,855 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 69,189 shares of Walmart Inc worth $7.84M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 658 Walmart Inc shares in Q2 2026, an estimated $81.7K.
  • Walmart Inc made up 0.59% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #44 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Walmart Inc position peaked at $8.52M in Q1 2026.
  • 3,855 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.