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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
Q2 		$11.3M Sell
99,780
-433
-0.4% -$53.8K 5.39% 9
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bradley & Co Private Wealth Management's WMT Position: Q2 2026 in Review

Bradley & Co Private Wealth Management reduced its Walmart Inc (WMT) stake by 0.43% in Q2 2026, selling an estimated $53.8K and leaving 99,780 shares worth $11.3M. The position accounts for 5.39% of the portfolio, ranked #9.

Bradley & Co Private Wealth Management first reported a position in WMT in Q1 2021 and has held it in 17 quarters since. The position peaked at $12.5M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bradley & Co Private Wealth Management held 99,780 shares of Walmart Inc worth $11.3M as of Q2 2026.
  • Bradley & Co Private Wealth Management sold 433 Walmart Inc shares in Q2 2026, an estimated $53.8K.
  • Walmart Inc made up 5.39% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Bradley & Co Private Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 17 quarters since.
  • Bradley & Co Private Wealth Management's Walmart Inc position peaked at $12.5M in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.