Braun-Bostich & Associates’s Walmart Inc WMT Stock Holding History

Braun-Bostich & Associates’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	$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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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. 2,199 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.
2,199 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.