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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
Q2 		$2.31M Buy
20,371
+12,971
+175% +$1.61M 1.35% 19
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brian Low Financial Group's WMT Position: Q2 2026 in Review

Brian Low Financial Group increased its Walmart Inc (WMT) stake by 175% in Q2 2026, buying an estimated $1.61M and bringing the position to 20,371 shares worth $2.31M. The position accounts for 1.35% of the portfolio, ranked #19.

Brian Low Financial Group first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Brian Low Financial Group held 20,371 shares of Walmart Inc worth $2.31M as of Q2 2026.
  • Brian Low Financial Group bought 12,971 Walmart Inc shares in Q2 2026, an estimated $1.61M.
  • Walmart Inc made up 1.35% of Brian Low Financial Group's portfolio in Q2 2026, its #19 holding.
  • Brian Low Financial Group first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.