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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
Q2 		$247K Buy
2,183
+21
+1% +$2.61K 0.03% 136
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 $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

Brio Consultants's WMT Position: Q2 2026 in Review

Brio Consultants increased its Walmart Inc (WMT) stake by 0.97% in Q2 2026, buying an estimated $2.61K and bringing the position to 2,183 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #136.

Brio Consultants first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $312K in Q4 2025. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Brio Consultants held 2,183 shares of Walmart Inc worth $247K as of Q2 2026.
  • Brio Consultants bought 21 Walmart Inc shares in Q2 2026, an estimated $2.61K.
  • Walmart Inc made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #136 holding.
  • Brio Consultants first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Brio Consultants's Walmart Inc position peaked at $312K in Q4 2025.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.