Braun-Bostich & Associates’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 | $825K | Sell |
7,284
-285
| -4% | -$35.4K | 0.46% | 52 |
|
|
2026
Q1 | $941K | Sell |
7,569
-276
| -4% | -$33.9K | 0.59% | 40 |
|
|
2025
Q4 | $874K | Sell |
7,845
-699
| -8% | -$75.1K | 0.54% | 43 |
|
|
2025
Q3 | $881K | Buy |
8,544
+169
| +2% | +$16.8K | 0.55% | 42 |
|
|
2025
Q2 | $819K | Sell |
8,375
-14
| -0.2% | -$1.33K | 0.56% | 39 |
|
|
2025
Q1 | $736K | Sell |
8,389
-320
| -4% | -$30K | 0.55% | 43 |
|
|
2024
Q4 | $787K | Sell |
8,709
-390
| -4% | -$33.8K | 0.57% | 39 |
|
|
2024
Q3 | $735K | Buy |
9,099
+328
| +4% | +$24.1K | 0.51% | 40 |
|
|
2024
Q2 | $594K | Buy |
8,771
+1,862
| +27% | +$117K | 0.44% | 46 |
|
|
2024
Q1 | $416K | Buy |
6,909
+1,158
| +20% | +$66.3K | 0.35% | 73 |
|
|
2023
Q4 | $302K | Buy |
+5,751
| New | +$304K | 0.27% | 92 |
|
|
2023
Q3 | – | Sell |
-7,254
| Closed | -$380K | – | 113 |
|
|
2023
Q2 | $380K | Buy |
7,254
+1,737
| +31% | +$87.6K | 0.81% | 47 |
|
|
2023
Q1 | $271K | Buy |
5,517
+1,134
| +26% | +$53.8K | 0.64% | 55 |
|
|
2022
Q4 | $207K | Buy |
+4,383
| New | +$208K | 0.6% | 58 |
|
|
2022
Q1 | – | Sell |
-11,730
| Closed | -$560K | – | 147 |
|
|
2021
Q4 | $560K | Buy |
+11,730
| New | +$560K | 0.13% | 59 |
|
|
2020
Q4 | – | Sell |
-576
| Closed | -$27K | – | 226 |
|
|
2020
Q3 | $27K | Sell |
576
-603
| -51% | -$26.8K | 0.03% | 189 |
|
|
2020
Q2 | $47K | Hold |
1,179
| – | – | 0.05% | 135 |
|
|
2020
Q1 | $45K | Hold |
1,179
| – | – | 0.06% | 137 |
|
|
2019
Q4 | $47K | Buy |
+1,179
| New | +$46.8K | 0.05% | 147 |
|
|
2019
Q3 | – | Sell |
-3,171
| Closed | -$117K | – | 307 |
|
|
2019
Q2 | $117K | Sell |
3,171
-1,377
| -30% | -$47.5K | 0.12% | 124 |
|
|
2019
Q1 | $148K | Sell |
4,548
-1,356
| -23% | -$44K | 0.15% | 124 |
|
|
2018
Q4 | $183K | Sell |
5,904
-16,956
| -74% | -$544K | 0.19% | 101 |
|
|
2018
Q3 | $716K | Sell |
22,860
-39
| -0.2% | -$1.19K | 0.69% | 48 |
|
|
2018
Q2 | $654K | Sell |
22,899
-1,662
| -7% | -$47.2K | 0.65% | 49 |
|
|
2018
Q1 | $728K | Buy |
24,561
+687
| +3% | +$22.1K | 0.63% | 42 |
|
|
2017
Q4 | $786K | Buy |
+23,874
| New | +$730K | 0.67% | 38 |
|
Other funds holding WMT
Braun-Bostich & Associates's WMT Position: Q2 2026 in Review
Braun-Bostich & Associates reduced its Walmart Inc (WMT) stake by 3.8% in Q2 2026, selling an estimated $35.4K and leaving 7,284 shares worth $825K. The position accounts for 0.46% of the portfolio, ranked #52.
Braun-Bostich & Associates first reported a position in WMT in Q4 2017 and has held it in 26 quarters since. The position peaked at $941K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Braun-Bostich & Associates held 7,284 shares of Walmart Inc worth $825K as of Q2 2026.
- Braun-Bostich & Associates sold 285 Walmart Inc shares in Q2 2026, an estimated $35.4K.
- Walmart Inc made up 0.46% of Braun-Bostich & Associates's portfolio in Q2 2026, its #52 holding.
- Braun-Bostich & Associates first reported a position in Walmart Inc in Q4 2017 and has held it in 26 quarters since.
- Braun-Bostich & Associates's Walmart Inc position peaked at $941K in Q1 2026.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.