BI
WMT icon

Bramshill Investments’s Walmart Inc WMT Stock Holding History

Bramshill Investments’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 		$708K Buy
6,250
+1,250
+25% +$155K 0.05% 105
2026
Q1 		$621K Hold
5,000
– – 0.05% 118
2025
Q4 		$557K Buy
5,000
+2,500
+100% +$268K 0.03% 120
2025
Q3 		$258K Sell
2,500
-1,500
-38% -$149K 0.02% 144
2025
Q2 		$391K Buy
4,000
+1,000
+33% +$95.3K 0.04% 134
2025
Q1 		$263K Sell
3,000
-2,000
-40% -$188K 0.03% 130
2024
Q4 		$452K Buy
+5,000
New +$434K 0.07% 119
2024
Q3 		– Sell
-1,500
Closed -$102K – 189
2024
Q2 		$102K Buy
+1,500
New +$94.5K 0.01% 136
2024
Q1 		– Sell
-1,500
Closed -$78.8K – 213
2023
Q4 		$78.8K Hold
1,500
– – 0.01% 146
2023
Q3 		$80K Buy
+1,500
New +$79.8K 0.01% 106
2022
Q3 		– Sell
-141
Closed -$6K – 201
2022
Q2 		$6K Buy
+141
New +$6.5K ﹤0.01% 174
2021
Q4 		– Sell
-12,009
Closed -$558K – 142
2021
Q3 		$558K Hold
12,009
– – 0.05% 106
2021
Q2 		$565K Hold
12,009
– – 0.04% 106
2021
Q1 		$544K Hold
12,009
– – 0.03% 155
2020
Q4 		$577K Sell
12,009
-150
-1% -$7.28K 0.04% 124
2020
Q3 		$567K Sell
12,159
-1,518
-11% -$67.5K 0.08% 74
2020
Q2 		$546K Sell
13,677
-108
-0.8% -$4.44K 0.09% 89
2020
Q1 		$522K Hold
13,785
– – 0.1% 100
2019
Q4 		$546K Hold
13,785
– – 0.11% 103
2019
Q3 		$545K Sell
13,785
-4,839
-26% -$183K 0.12% 102
2019
Q2 		$686K Sell
18,624
-345
-2% -$11.9K 0.1% 87
2019
Q1 		$617K Hold
18,969
– – 0.1% 88
2018
Q4 		$589K Buy
18,969
+10,542
+125% +$338K 0.09% 83
2018
Q3 		$264K Buy
8,427
+534
+7% +$16.3K 0.07% 105
2018
Q2 		$225K Buy
+7,893
New +$224K 0.09% 94

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

Bramshill Investments's WMT Position: Q2 2026 in Review

Bramshill Investments increased its Walmart Inc (WMT) stake by 25% in Q2 2026, buying an estimated $155K and bringing the position to 6,250 shares worth $708K. The position accounts for 0.05% of the portfolio, ranked #105.

Bramshill Investments first reported a position in WMT in Q2 2018 and has held it in 25 quarters since. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Bramshill Investments held 6,250 shares of Walmart Inc worth $708K as of Q2 2026.
  • Bramshill Investments bought 1,250 Walmart Inc shares in Q2 2026, an estimated $155K.
  • Walmart Inc made up 0.05% of Bramshill Investments's portfolio in Q2 2026, its #105 holding.
  • Bramshill Investments first reported a position in Walmart Inc in Q2 2018 and has held it in 25 quarters since.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.