BOPW
WMT icon

Brandywine Oak Private Wealth’s Walmart Inc WMT Stock Holding History

Brandywine Oak Private Wealth’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 		$1.6M Sell
14,143
-252
-2% -$31.3K 0.12% 83
2026
Q1 		$1.79M Buy
14,395
+183
+1% +$22.5K 0.15% 72
2025
Q4 		$1.58M Hold
14,212
– – 0.13% 77
2025
Q3 		$1.46M Sell
14,212
-56
-0.4% -$5.58K 0.13% 82
2025
Q2 		$1.4M Buy
14,268
+946
+7% +$90.1K 0.13% 81
2025
Q1 		$1.17M Sell
13,322
-1,058
-7% -$99.3K 0.11% 91
2024
Q4 		$1.3M Buy
14,380
+16
+0.1% +$1.39K 0.13% 85
2024
Q3 		$1.16M Buy
14,364
+117
+0.8% +$8.59K 0.11% 94
2024
Q2 		$965K Sell
14,247
-822
-5% -$51.8K 0.1% 101
2024
Q1 		$907K Sell
15,069
-6
-0% -$343 0.09% 104
2023
Q4 		$792K Sell
15,075
-150
-1% -$7.94K 0.09% 110
2023
Q3 		$812K Sell
15,225
-3
-0% -$160 0.1% 106
2023
Q2 		$798K Sell
15,228
-105
-0.7% -$5.3K 0.09% 113
2023
Q1 		$754K Sell
15,333
-420
-3% -$19.9K 0.09% 121
2022
Q4 		$745K Sell
15,753
-678
-4% -$32.2K 0.09% 122
2022
Q3 		$710K Sell
16,431
-1,122
-6% -$49.2K 0.1% 126
2022
Q2 		$711K Hold
17,553
– – 0.09% 137
2022
Q1 		$871K Buy
17,553
+123
+0.7% +$5.77K 0.1% 143
2021
Q4 		$840K Sell
17,430
-1,068
-6% -$51K 0.09% 151
2021
Q3 		$859K Buy
18,498
+1,551
+9% +$74.7K 0.1% 144
2021
Q2 		$796K Buy
16,947
+4,875
+40% +$227K 0.09% 148
2021
Q1 		$546K Sell
12,072
-63
-0.5% -$2.92K 0.08% 145
2020
Q4 		$583K Sell
12,135
-1,014
-8% -$49.2K 0.09% 133
2020
Q3 		$613K Buy
13,149
+597
+5% +$26.5K 0.1% 119
2020
Q2 		$501K Sell
12,552
-1,428
-10% -$58.7K 0.09% 133
2020
Q1 		$529K Sell
13,980
-198
-1% -$7.62K 0.11% 105
2019
Q4 		$561K Buy
14,178
+24
+0.2% +$953 0.1% 101
2019
Q3 		$559K Sell
14,154
-1,473
-9% -$55.6K 0.11% 97
2019
Q2 		$575K Buy
15,627
+1,605
+11% +$55.3K 0.12% 97
2019
Q1 		$455K Buy
14,022
+3,180
+29% +$103K 0.09% 109
2018
Q4 		$336K Buy
+10,842
New +$348K 0.08% 126

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brandywine Oak Private Wealth's WMT Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $31.3K and leaving 14,143 shares worth $1.6M. The position accounts for 0.12% of the portfolio, ranked #83.

Brandywine Oak Private Wealth first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.79M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Brandywine Oak Private Wealth held 14,143 shares of Walmart Inc worth $1.6M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 252 Walmart Inc shares in Q2 2026, an estimated $31.3K.
  • Walmart Inc made up 0.12% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Brandywine Oak Private Wealth first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Walmart Inc position peaked at $1.79M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.