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Brio Consultants’s Walmart Inc WMT Stock Holding History

Brio Consultants’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 		$283K Sell
2,162
-637
-23% -$78.2K 0.03% 122
2025
Q4 		$312K Buy
2,799
+666
+31% +$71.5K 0.04% 116
2025
Q3 		$220K Sell
2,133
-172
-7% -$17.1K 0.03% 127
2025
Q2 		$225K Sell
2,305
-12
-0.5% -$1.14K 0.03% 122
2025
Q1 		$203K Sell
2,317
-15
-0.6% -$1.41K 0.03% 114
2024
Q4 		$211K Sell
2,332
-384
-14% -$33.3K 0.03% 106
2024
Q3 		$219K Buy
+2,716
New +$199K 0.03% 99

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

Brio Consultants's WMT Position: Q1 2026 in Review

Brio Consultants reduced its Walmart Inc (WMT) stake by 23% in Q1 2026, selling an estimated $78.2K and leaving 2,162 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #122.

Brio Consultants first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $312K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Brio Consultants held 2,162 shares of Walmart Inc worth $283K as of Q1 2026.
  • Brio Consultants sold 637 Walmart Inc shares in Q1 2026, an estimated $78.2K.
  • Walmart Inc made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #122 holding.
  • Brio Consultants first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • Brio Consultants's Walmart Inc position peaked at $312K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.