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Brady Family Wealth’s Walmart Inc WMT Stock Holding History

Brady Family Wealth’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 		$2.27M Buy
20,041
+495
+3% +$61.5K 0.66% 44
2026
Q1 		$2.43M Buy
19,546
+14
+0.1% +$1.72K 0.76% 39
2025
Q4 		$2.18M Buy
19,532
+122
+0.6% +$13.1K 0.67% 43
2025
Q3 		$2M Sell
19,410
-120
-0.6% -$11.9K 0.62% 45
2025
Q2 		$1.91M Buy
19,530
+236
+1% +$22.5K 0.59% 48
2025
Q1 		$1.69M Sell
19,294
-650
-3% -$61K 0.54% 50
2024
Q4 		$1.8M Sell
19,944
-482
-2% -$41.8K 0.55% 50
2024
Q3 		$1.65M Sell
20,426
-786
-4% -$57.7K 0.5% 52
2024
Q2 		$1.44M Sell
21,212
-369
-2% -$23.2K 0.46% 53
2024
Q1 		$1.3M Sell
21,581
-1,813
-8% -$104K 0.42% 56
2023
Q4 		$1.23M Sell
23,394
-1,719
-7% -$91K 0.42% 56
2023
Q3 		$1.34M Sell
25,113
-420
-2% -$22.4K 0.52% 50
2023
Q2 		$1.34M Buy
25,533
+156
+0.6% +$7.87K 0.5% 52
2023
Q1 		$1.25M Sell
25,377
-63
-0.2% -$2.99K 0.49% 55
2022
Q4 		$1.2M Buy
+25,440
New +$1.21M 0.5% 54

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Brady Family Wealth's WMT Position: Q2 2026 in Review

Brady Family Wealth increased its Walmart Inc (WMT) stake by 2.5% in Q2 2026, buying an estimated $61.5K and bringing the position to 20,041 shares worth $2.27M. The position accounts for 0.66% of the portfolio, ranked #44.

Brady Family Wealth first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.43M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Brady Family Wealth held 20,041 shares of Walmart Inc worth $2.27M as of Q2 2026.
  • Brady Family Wealth bought 495 Walmart Inc shares in Q2 2026, an estimated $61.5K.
  • Walmart Inc made up 0.66% of Brady Family Wealth's portfolio in Q2 2026, its #44 holding.
  • Brady Family Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Walmart Inc position peaked at $2.43M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.