Brady Martz Wealth Solutions’s Walmart Inc WMT Stock Holding History

Brady Martz Wealth Solutions’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 Q3	$1.12M	Buy	10,763 +416	+4%	+$45.7K	0.17%	95
2026 Q2	$1.17M	Buy	10,347 +131	+1%	+$16.3K	0.18%	90
2026 Q1	$1.27M	Buy	10,216 +2,568	+34%	+$315K	0.22%	82
2025 Q4	$852K	Buy	7,648 +5,384	+238%	+$578K	0.15%	101
2025 Q3	$233K	Sell	2,264 -4	-0.2%	-$398	0.04%	145
2025 Q2	$222K	Buy	+2,268	New	+$216K	0.04%	144
2025 Q1	–	Sell	-2,243	Closed	-$204K	–	144
2024 Q4	$204K	Buy	+2,243	New	+$195K	0.05%	140

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Brady Martz Wealth Solutions's WMT Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its Walmart Inc (WMT) stake by 4% in Q3 2026, buying an estimated $45.7K and bringing the position to 10,763 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #95.

Brady Martz Wealth Solutions first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2026. 2,737 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Brady Martz Wealth Solutions held 10,763 shares of Walmart Inc worth $1.12M as of Q3 2026.
Brady Martz Wealth Solutions bought 416 Walmart Inc shares in Q3 2026, an estimated $45.7K.
Walmart Inc made up 0.17% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #95 holding.
Brady Martz Wealth Solutions first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Walmart Inc position peaked at $1.27M in Q1 2026.
2,737 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.