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Brand Asset Management Group’s Walmart Inc WMT Stock Holding History

Brand Asset Management Group’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 		$422K Buy
3,727
+384
+11% +$47.7K 0.09% 139
2026
Q1 		$415K Buy
3,343
+1,081
+48% +$133K 0.11% 110
2025
Q4 		$252K Sell
2,262
-98
-4% -$10.5K 0.07% 148
2025
Q3 		$243K Hold
2,360
– – 0.07% 137
2025
Q2 		$231K Sell
2,360
-238
-9% -$22.7K 0.09% 84
2025
Q1 		$228K Buy
2,598
+133
+5% +$12.5K 0.1% 85
2024
Q4 		$223K Buy
+2,465
New +$214K 0.09% 84
2021
Q2 		– Sell
-150
Closed -$7K – 269
2021
Q1 		$7K Hold
150
– – ﹤0.01% 251
2020
Q4 		$7K Hold
150
– – ﹤0.01% 213
2020
Q3 		$7K Buy
+150
New +$6.67K ﹤0.01% 220

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

Brand Asset Management Group's WMT Position: Q2 2026 in Review

Brand Asset Management Group increased its Walmart Inc (WMT) stake by 11% in Q2 2026, buying an estimated $47.7K and bringing the position to 3,727 shares worth $422K. The position accounts for 0.09% of the portfolio, ranked #139.

Brand Asset Management Group first reported a position in WMT in Q3 2020 and has held it in 10 quarters since. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Brand Asset Management Group held 3,727 shares of Walmart Inc worth $422K as of Q2 2026.
  • Brand Asset Management Group bought 384 Walmart Inc shares in Q2 2026, an estimated $47.7K.
  • Walmart Inc made up 0.09% of Brand Asset Management Group's portfolio in Q2 2026, its #139 holding.
  • Brand Asset Management Group first reported a position in Walmart Inc in Q3 2020 and has held it in 10 quarters since.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.