Briaud Financial Planning’s Walmart Inc WMT Stock Holding History

Briaud Financial Planning’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	$202K	Buy	1,780 +101	+6%	+$12.5K	0.05%	41
2026 Q1	$209K	Buy	+1,679	New	+$206K	0.05%	36
2025 Q3	–	Sell	-2,375	Closed	-$232K	–	344
2025 Q2	$232K	Sell	2,375 -141	-6%	-$13.4K	0.09%	29
2025 Q1	$220K	Hold	2,516	–	–	0.09%	29
2024 Q4	$227K	Buy	2,516 +333	+15%	+$28.9K	0.09%	25
2024 Q3	$176K	Hold	2,183	–	–	0.09%	31
2024 Q2	$147K	Sell	2,183 -1	-0%	-$63	0.08%	30
2024 Q1	$132K	Buy	+2,184	New	+$125K	0.08%	32
2023 Q4	–	Sell	-2,181	Closed	-$116K	–	169
2023 Q3	$116K	Buy	+2,181	New	+$116K	0.09%	31

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Briaud Financial Planning's WMT Position: Q2 2026 in Review

Briaud Financial Planning increased its Walmart Inc (WMT) stake by 6% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,780 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #41.

Briaud Financial Planning first reported a position in WMT in Q3 2023 and has held it in 9 quarters since. The position peaked at $232K in Q2 2025. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Briaud Financial Planning held 1,780 shares of Walmart Inc worth $202K as of Q2 2026.
Briaud Financial Planning bought 101 Walmart Inc shares in Q2 2026, an estimated $12.5K.
Walmart Inc made up 0.05% of Briaud Financial Planning's portfolio in Q2 2026, its #41 holding.
Briaud Financial Planning first reported a position in Walmart Inc in Q3 2023 and has held it in 9 quarters since.
Briaud Financial Planning's Walmart Inc position peaked at $232K in Q2 2025.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.