Bragg Financial Advisors’s Walmart Inc WMT Stock Holding History

Bragg Financial Advisors’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	$27.2M	Sell	218,905 -4,282	-2%	-$526K	0.86%	41
2025 Q4	$24.9M	Sell	223,187 -9,277	-4%	-$996K	0.81%	45
2025 Q3	$24M	Sell	232,464 -7,143	-3%	-$711K	0.79%	44
2025 Q2	$23.4M	Sell	239,607 -5,835	-2%	-$556K	0.84%	40
2025 Q1	$21.5M	Sell	245,442 -7,471	-3%	-$701K	0.89%	39
2024 Q4	$22.9M	Sell	252,913 -12,030	-5%	-$1.04M	0.93%	29
2024 Q3	$21.4M	Sell	264,943 -6,597	-2%	-$484K	0.88%	31
2024 Q2	$18.4M	Sell	271,540 -10,627	-4%	-$669K	0.82%	34
2024 Q1	$17M	Sell	282,167 -7,942	-3%	-$454K	0.76%	40
2023 Q4	$15.2M	Sell	290,109 -3,480	-1%	-$184K	0.73%	54
2023 Q3	$15.7M	Sell	293,589 -3,780	-1%	-$201K	0.83%	33
2023 Q2	$15.6M	Buy	297,369 +6,945	+2%	+$350K	0.86%	32
2023 Q1	$14.3M	Sell	290,424 -1,899	-0.6%	-$90.1K	0.84%	30
2022 Q4	$13.8M	Buy	292,323 +1,305	+0.4%	+$62K	0.84%	36
2022 Q3	$12.6M	Buy	291,018 +23,085	+9%	+$1.01M	0.87%	33
2022 Q2	$10.9M	Buy	267,933 +9,402	+4%	+$434K	0.72%	53
2022 Q1	$12.8M	Buy	258,531 +11,595	+5%	+$544K	0.75%	47
2021 Q4	$11.5M	Hold	246,936	–	–	0.74%	48
2021 Q3	$11.5M	Buy	246,936 +4,986	+2%	+$240K	0.74%	48
2021 Q2	$11.4M	Buy	241,950 +1,620	+0.7%	+$75.5K	0.73%	54
2021 Q1	$10.9M	Buy	240,330 +540	+0.2%	+$25K	0.73%	58
2020 Q4	$11.5M	Sell	239,790 -3,708	-2%	-$180K	1.01%	30
2020 Q3	$11.4M	Sell	243,498 -7,458	-3%	-$332K	1.16%	22
2020 Q2	$10M	Buy	250,956 +1,746	+0.7%	+$71.8K	1.12%	25
2020 Q1	$9.44M	Buy	249,210 +13,464	+6%	+$518K	1.27%	18
2019 Q4	$9.34M	Buy	235,746 +5,088	+2%	+$202K	1.05%	29
2019 Q3	$9.13M	Buy	230,658 +3,309	+1%	+$125K	1.11%	20
2019 Q2	$8.37M	Buy	227,349 +2,370	+1%	+$81.7K	1.03%	28
2019 Q1	$7.31M	Buy	224,979 +5,154	+2%	+$167K	0.95%	35
2018 Q4	$6.83M	Sell	219,825 -1,236	-0.6%	-$39.6K	1.03%	29
2018 Q3	$6.92M	Buy	221,061 +5,310	+2%	+$162K	0.93%	35
2018 Q2	$6.16M	Buy	215,751 +2,058	+1%	+$58.5K	0.88%	38
2018 Q1	$6.34M	Buy	213,693 +3,897	+2%	+$125K	0.93%	31
2017 Q4	$6.91M	Buy	209,796 +144	+0.1%	+$4.41K	0.99%	28
2017 Q3	$5.46M	Buy	209,652 +7,242	+4%	+$190K	0.84%	38
2017 Q2	$5.11M	Buy	202,410 +5,355	+3%	+$136K	0.81%	40
2017 Q1	$4.74M	Buy	197,055 +8,730	+5%	+$201K	0.76%	46
2016 Q4	$4.34M	Buy	188,325 +7,629	+4%	+$178K	0.72%	50
2016 Q3	$4.34M	Buy	180,696 +2,475	+1%	+$60K	0.78%	40
2016 Q2	$4.34M	Buy	178,221 +9,066	+5%	+$210K	0.78%	40
2016 Q1	$3.86M	Buy	169,155 +1,524	+0.9%	+$33.4K	0.74%	45
2015 Q4	$3.42M	Buy	167,631 +7,860	+5%	+$158K	0.73%	53
2015 Q3	$3.45M	Buy	159,771 +12,390	+8%	+$284K	0.83%	42
2015 Q2	$3.48M	Buy	147,381 +465	+0.3%	+$11.9K	0.8%	44
2015 Q1	$4.03M	Buy	146,916 +7,305	+5%	+$207K	0.93%	34
2014 Q4	$4M	Sell	139,611 -1,371	-1%	-$37K	0.97%	24
2014 Q3	$3.59M	Sell	140,982 -660	-0.5%	-$16.7K	0.91%	29
2014 Q2	$3.54M	Sell	141,642 -1,323	-0.9%	-$34K	0.85%	33
2014 Q1	$3.64M	Sell	142,965 -1,431	-1%	-$35.9K	0.89%	33
2013 Q4	$3.79M	Buy	144,396 +168	+0.1%	+$4.34K	0.92%	28
2013 Q3	$3.56M	Buy	144,228 +42	+0%	+$1.06K	0.93%	28
2013 Q2	$3.58M	Buy	+144,186	New	+$3.7M	0.98%	24

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

Bragg Financial Advisors's WMT Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Walmart Inc (WMT) stake by 1.9% in Q1 2026, selling an estimated $526K and leaving 218,905 shares worth $27.2M. The position accounts for 0.86% of the portfolio, ranked #41.

Bragg Financial Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Bragg Financial Advisors held 218,905 shares of Walmart Inc worth $27.2M as of Q1 2026.
Bragg Financial Advisors sold 4,282 Walmart Inc shares in Q1 2026, an estimated $526K.
Walmart Inc made up 0.86% of Bragg Financial Advisors's portfolio in Q1 2026, its #41 holding.
Bragg Financial Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.