Brian C. Broderick’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 | $1.23M | Sell |
10,835
-99
| -0.9% | -$12.3K | 0.19% | 58 |
|
|
2026
Q1 | $1.36M | Buy |
10,934
+6,534
| +149% | +$802K | 0.25% | 59 |
|
|
2025
Q4 | $490K | Hold |
4,400
| – | – | 0.09% | 68 |
|
|
2025
Q3 | $453K | Hold |
4,400
| – | – | 0.09% | 71 |
|
|
2025
Q2 | $430K | Sell |
4,400
-3,340
| -43% | -$318K | 0.09% | 71 |
|
|
2025
Q1 | $679K | Hold |
7,740
| – | – | 0.14% | 59 |
|
|
2024
Q4 | $699K | Buy |
7,740
+3,090
| +66% | +$268K | 0.14% | 59 |
|
|
2024
Q3 | $375K | Hold |
4,650
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $315K | Hold |
4,650
| – | – | 0.06% | 75 |
|
|
2024
Q1 | $280K | Hold |
4,650
| – | – | 0.06% | 79 |
|
|
2023
Q4 | $244K | Hold |
4,650
| – | – | 0.06% | 72 |
|
|
2023
Q3 | $248K | Hold |
4,650
| – | – | 0.07% | 71 |
|
|
2023
Q2 | $244K | Hold |
4,650
| – | – | 0.06% | 78 |
|
|
2023
Q1 | $229K | Hold |
4,650
| – | – | 0.06% | 77 |
|
|
2022
Q4 | $220K | Hold |
4,650
| – | – | 0.07% | 78 |
|
|
2022
Q3 | $201K | Buy |
+4,650
| New | +$204K | 0.06% | 79 |
|
|
2022
Q2 | – | Sell |
-4,650
| Closed | -$231K | – | 75 |
|
|
2022
Q1 | $231K | Hold |
4,650
| – | – | 0.06% | 72 |
|
|
2021
Q4 | $225K | Hold |
4,650
| – | – | 0.05% | 72 |
|
|
2021
Q3 | $216K | Hold |
4,650
| – | – | 0.06% | 77 |
|
|
2021
Q2 | $219K | Hold |
4,650
| – | – | 0.06% | 76 |
|
|
2021
Q1 | $211K | Hold |
4,650
| – | – | 0.06% | 77 |
|
|
2020
Q4 | $223K | Hold |
4,650
| – | – | 0.07% | 74 |
|
|
2020
Q3 | $217K | Buy |
+4,650
| New | +$207K | 0.07% | 80 |
|
|
2016
Q4 | – | Sell |
-9,300
| Closed | -$224K | – | 100 |
|
|
2016
Q3 | $224K | Hold |
9,300
| – | – | 0.1% | 94 |
|
|
2016
Q2 | $226K | Hold |
9,300
| – | – | 0.1% | 96 |
|
|
2016
Q1 | $212K | Sell |
9,300
-1,968
| -17% | -$43.1K | 0.09% | 97 |
|
|
2015
Q4 | $231K | Sell |
11,268
-510
| -4% | -$10.2K | 0.1% | 91 |
|
|
2015
Q3 | $255K | Hold |
11,778
| – | – | 0.12% | 85 |
|
|
2015
Q2 | $278K | Sell |
11,778
-384
| -3% | -$9.79K | 0.12% | 83 |
|
|
2015
Q1 | $333K | Buy |
12,162
+1,152
| +10% | +$32.7K | 0.14% | 83 |
|
|
2014
Q4 | $315K | Sell |
11,010
-3,645
| -25% | -$98.5K | 0.13% | 84 |
|
|
2014
Q3 | $373K | Buy |
+14,655
| New | +$370K | 0.17% | 82 |
|
Other funds holding WMT
Brian C. Broderick's WMT Position: Q2 2026 in Review
Brian C. Broderick reduced its Walmart Inc (WMT) stake by 0.91% in Q2 2026, selling an estimated $12.3K and leaving 10,835 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #58.
Brian C. Broderick first reported a position in WMT in Q3 2014 and has held it in 32 quarters since. The position peaked at $1.36M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Brian C. Broderick held 10,835 shares of Walmart Inc worth $1.23M as of Q2 2026.
- Brian C. Broderick sold 99 Walmart Inc shares in Q2 2026, an estimated $12.3K.
- Walmart Inc made up 0.19% of Brian C. Broderick's portfolio in Q2 2026, its #58 holding.
- Brian C. Broderick first reported a position in Walmart Inc in Q3 2014 and has held it in 32 quarters since.
- Brian C. Broderick's Walmart Inc position peaked at $1.36M in Q1 2026.
- 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Brian C. Broderick's 13F filing for Q2 2026, filed 11 Aug 2026.