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BBR Partners’s Walmart Inc WMT Stock Holding History

BBR Partners’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 		$7.97M Sell
64,133
-13,791
-18% -$1.69M 0.44% 26
2025
Q4 		$8.68M Sell
77,924
-197
-0.3% -$21.2K 0.47% 25
2025
Q3 		$8.05M Sell
78,121
-762
-1% -$75.9K 0.46% 24
2025
Q2 		$7.71M Sell
78,883
-81
-0.1% -$7.72K 0.48% 23
2025
Q1 		$6.93M Buy
78,964
+33
+0% +$3.1K 0.49% 24
2024
Q4 		$7.13M Buy
78,931
+11,533
+17% +$1M 0.5% 22
2024
Q3 		$5.44M Buy
67,398
+18,636
+38% +$1.37M 0.41% 24
2024
Q2 		$3.3M Buy
48,762
+1,131
+2% +$71.2K 0.27% 39
2024
Q1 		$2.87M Buy
47,631
+4,065
+9% +$233K 0.23% 48
2023
Q4 		$2.29M Buy
43,566
+363
+0.8% +$19.2K 0.23% 45
2023
Q3 		$2.3M Buy
+43,203
New +$2.3M 0.26% 43
2022
Q1 		– Sell
-4,758
Closed -$229K – 269
2021
Q4 		$229K Sell
4,758
-15,750
-77% -$752K 0.03% 182
2021
Q3 		$953K Sell
20,508
-1,467
-7% -$70.7K 0.08% 97
2021
Q2 		$1.03M Sell
21,975
-2,379
-10% -$111K 0.08% 93
2021
Q1 		$1.1M Buy
24,354
+2,553
+12% +$118K 0.09% 94
2020
Q4 		$1.05M Buy
21,801
+456
+2% +$22.1K 0.09% 85
2020
Q3 		$995K Buy
21,345
+45
+0.2% +$2K 0.09% 83
2020
Q2 		$850K Buy
21,300
+1,455
+7% +$59.8K 0.11% 81
2020
Q1 		$752K Sell
19,845
-11,868
-37% -$457K 0.11% 73
2019
Q4 		$1.26M Buy
+31,713
New +$1.26M 0.14% 75
2019
Q1 		– Sell
-7,542
Closed -$234K – 150
2018
Q4 		$234K Buy
+7,542
New +$242K 0.03% 123

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

BBR Partners's WMT Position: Q1 2026 in Review

BBR Partners reduced its Walmart Inc (WMT) stake by 18% in Q1 2026, selling an estimated $1.69M and leaving 64,133 shares worth $7.97M. The position accounts for 0.44% of the portfolio, ranked #26.

BBR Partners first reported a position in WMT in Q4 2018 and has held it in 21 quarters since. The position peaked at $8.68M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • BBR Partners held 64,133 shares of Walmart Inc worth $7.97M as of Q1 2026.
  • BBR Partners sold 13,791 Walmart Inc shares in Q1 2026, an estimated $1.69M.
  • Walmart Inc made up 0.44% of BBR Partners's portfolio in Q1 2026, its #26 holding.
  • BBR Partners first reported a position in Walmart Inc in Q4 2018 and has held it in 21 quarters since.
  • BBR Partners's Walmart Inc position peaked at $8.68M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.