Stonebridge Capital Management Inc. Takes $849,000 Position in Walmart Inc. $WMT

Posted by Francis Steltz on Aug 31st, 2026

Walmart logo Stonebridge Capital Management Inc. acquired a new position in Walmart Inc. (NASDAQ:WMT – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 7,500 shares of the retailer’s stock, valued at approximately $849,000.

Several other institutional investors have also added to or reduced their stakes in WMT. Entrust Financial LLC bought a new position in Walmart in the 4th quarter worth approximately $27,000. Merkkuri Wealth Advisors LLC bought a new stake in Walmart during the 1st quarter valued at $29,000. Bay Harbor Wealth Management LLC raised its holdings in Walmart by 57.4% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after acquiring an additional 105 shares during the period. Sankala Group LLC purchased a new stake in shares of Walmart during the fourth quarter worth $33,000. Finally, Motiv8 Investments LLC bought a new position in shares of Walmart in the fourth quarter worth $34,000. 26.76% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums
Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail
Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit
Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results
Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis
Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing

Insider Activity at Walmart

In other Walmart news, EVP Daniel Danker sold 50,644 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $105.35, for a total value of $5,335,345.40. Following the completion of the transaction, the executive vice president owned 201,672 shares of the company’s stock, valued at $21,246,145.20. The trade was a 20.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP David W. Guggina sold 11,978 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares in the company, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 77,292 shares of company stock valued at $8,421,143. Company insiders own 0.09% of the company’s stock.

Walmart Price Performance

Shares of NASDAQ WMT opened at $103.09 on Monday. The firm has a market capitalization of $820.40 billion, a P/E ratio of 37.22, a P/E/G ratio of 3.92 and a beta of 0.61. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.41. The stock’s 50-day simple moving average is $111.90 and its two-hundred day simple moving average is $120.39. Walmart Inc. has a twelve month low of $95.79 and a twelve month high of $135.15.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The firm had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. During the same quarter last year, the company posted $0.68 EPS. The company’s revenue for the quarter was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. As a group, equities analysts anticipate that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on WMT shares. BTIG Research reduced their price target on Walmart from $145.00 to $140.00 and set a “buy” rating for the company in a research report on Friday, August 21st. KeyCorp restated an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Oppenheimer reaffirmed a “market perform” rating on shares of Walmart in a report on Tuesday, August 25th. Telsey Advisory Group reiterated an “outperform” rating and set a $130.00 price target (down from $140.00) on shares of Walmart in a research report on Friday, August 21st. Finally, TD Cowen reissued a “buy” rating on shares of Walmart in a report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $131.88.

Check Out Our Latest Stock Report on Walmart

About Walmart

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.