BFAI
WMT icon

Bridgelight Financial Advisors, Inc.’s Walmart Inc WMT Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$7.99M Sell
70,561
-3,322
-4% -$412K 5.47% 8
2026
Q1 		$9.18M Sell
73,883
-128
-0.2% -$15.7K 7.78% 5
2025
Q4 		$8.25M Buy
+74,011
New +$7.95M 7.02% 6

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s WMT Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its Walmart Inc (WMT) stake by 4.5% in Q2 2026, selling an estimated $412K and leaving 70,561 shares worth $7.99M. The position accounts for 5.47% of the portfolio, ranked #8.

Bridgelight Financial Advisors, Inc. first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.18M in Q1 2026. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 70,561 shares of Walmart Inc worth $7.99M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 3,322 Walmart Inc shares in Q2 2026, an estimated $412K.
  • Walmart Inc made up 5.47% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #8 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors, Inc.'s Walmart Inc position peaked at $9.18M in Q1 2026.
  • 2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.