Bradley & Co Private Wealth Management’s Walmart Inc WMT Stock Holding History

Bradley & Co Private Wealth Management’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	$12.5M	Sell	100,213 -372	-0.4%	-$45.7K	6.58%	4
2025 Q4	$11.2M	Sell	100,585 -2,666	-3%	-$286K	5.93%	8
2025 Q3	$10.6M	Sell	103,251 -961	-0.9%	-$95.7K	5.89%	9
2025 Q2	$10.2M	Sell	104,212 -1,248	-1%	-$119K	6.24%	10
2025 Q1	$9.26M	Sell	105,460 -6,064	-5%	-$569K	6.32%	7
2024 Q4	$10.1M	Buy	+111,524	New	+$9.68M	6.29%	11
2024 Q2	$7.53M	Buy	111,279 +266	+0.2%	+$16.8K	5.57%	11
2024 Q1	$6.68M	Buy	+111,013	New	+$6.35M	5.4%	10
2023 Q1	–	Sell	-156	Closed	-$7.37K	–	177
2022 Q4	$7.37K	Hold	156	–	–	0.01%	123
2022 Q3	$7K	Hold	156	–	–	0.01%	138
2022 Q2	$6K	Hold	156	–	–	0.01%	145
2022 Q1	$8K	Sell	156 -4,299	-96%	-$202K	0.01%	132
2021 Q4	$215K	Hold	4,455	–	–	0.17%	47
2021 Q3	$207K	Hold	4,455	–	–	0.18%	47
2021 Q2	$209K	Hold	4,455	–	–	0.18%	48
2021 Q1	$202K	Buy	+4,455	New	+$206K	0.19%	50

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bradley & Co Private Wealth Management's WMT Position: Q1 2026 in Review

Bradley & Co Private Wealth Management reduced its Walmart Inc (WMT) stake by 0.37% in Q1 2026, selling an estimated $45.7K and leaving 100,213 shares worth $12.5M. The position accounts for 6.58% of the portfolio, ranked #4.

Bradley & Co Private Wealth Management first reported a position in WMT in Q1 2021 and has held it in 16 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Bradley & Co Private Wealth Management held 100,213 shares of Walmart Inc worth $12.5M as of Q1 2026.
Bradley & Co Private Wealth Management sold 372 Walmart Inc shares in Q1 2026, an estimated $45.7K.
Walmart Inc made up 6.58% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #4 holding.
Bradley & Co Private Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 16 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.