BWM
WMT icon

Brickley Wealth Management’s Walmart Inc WMT Stock Holding History

Brickley Wealth Management’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 		$209K Sell
1,842
-33
-2% -$4.1K 0.03% 67
2026
Q1 		$233K Hold
1,875
– – 0.04% 55
2025
Q4 		$209K Buy
+1,875
New +$201K 0.04% 55

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Brickley Wealth Management's WMT Position: Q2 2026 in Review

Brickley Wealth Management reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $4.1K and leaving 1,842 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #67.

Brickley Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $233K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Brickley Wealth Management held 1,842 shares of Walmart Inc worth $209K as of Q2 2026.
  • Brickley Wealth Management sold 33 Walmart Inc shares in Q2 2026, an estimated $4.1K.
  • Walmart Inc made up 0.03% of Brickley Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Brickley Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Brickley Wealth Management's Walmart Inc position peaked at $233K in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.