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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bramshill Investments's WMT Position: Q1 2026 in Review

Bramshill Investments held its Walmart Inc (WMT) position steady in Q1 2026 at 5,000 shares worth $621K. The position accounts for 0.05% of the portfolio, ranked #118.

Bramshill Investments first reported a position in WMT in Q2 2018 and has held it in 24 quarters since. The position peaked at $686K in Q2 2019. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Bramshill Investments held 5,000 shares of Walmart Inc worth $621K as of Q1 2026.
  • Bramshill Investments left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.05% of Bramshill Investments's portfolio in Q1 2026, its #118 holding.
  • Bramshill Investments first reported a position in Walmart Inc in Q2 2018 and has held it in 24 quarters since.
  • Bramshill Investments's Walmart Inc position peaked at $686K in Q2 2019.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.