Brandywine Oak Private Wealth’s Walmart Inc WMT Stock Holding History
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
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. 4,416 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.
- 4,416 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.