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Brian Low Financial Group’s Walmart Inc WMT Stock Holding History

Brian Low Financial Group’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
Q1 		$920K Buy
7,400
+12
+0.2% +$1.47K 0.62% 56
2025
Q4 		$823K Buy
7,388
+1,109
+18% +$119K 0.58% 59
2025
Q3 		$647K Buy
6,279
+1,612
+35% +$160K 0.5% 67
2025
Q2 		$456K Buy
+4,667
New +$445K 0.43% 67

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brian Low Financial Group's WMT Position: Q1 2026 in Review

Brian Low Financial Group increased its Walmart Inc (WMT) stake by 0.16% in Q1 2026, buying an estimated $1.47K and bringing the position to 7,400 shares worth $920K. The position accounts for 0.62% of the portfolio, ranked #56.

Brian Low Financial Group first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Brian Low Financial Group held 7,400 shares of Walmart Inc worth $920K as of Q1 2026.
  • Brian Low Financial Group bought 12 Walmart Inc shares in Q1 2026, an estimated $1.47K.
  • Walmart Inc made up 0.62% of Brian Low Financial Group's portfolio in Q1 2026, its #56 holding.
  • Brian Low Financial Group first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.