Brogan Financial’s Walmart Inc WMT Stock Holding History

Brogan Financial’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	$755K	Buy	6,076 +509	+9%	+$62.5K	0.33%	18
2025 Q4	$620K	Sell	5,567 -1,048	-16%	-$113K	0.27%	22
2025 Q3	$682K	Sell	6,615 -199	-3%	-$19.8K	0.29%	19
2025 Q2	$666K	Sell	6,814 -3,117	-31%	-$297K	0.3%	18
2025 Q1	$872K	Buy	9,931 +4,870	+96%	+$457K	0.42%	12
2024 Q4	$457K	Sell	5,061 -268	-5%	-$23.3K	0.22%	29
2024 Q3	$430K	Buy	5,329 +57	+1%	+$4.19K	0.24%	31
2024 Q2	$357K	Buy	5,272 +478	+10%	+$30.1K	0.23%	32
2024 Q1	$288K	Buy	+4,794	New	+$274K	0.19%	37

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brogan Financial's WMT Position: Q1 2026 in Review

Brogan Financial increased its Walmart Inc (WMT) stake by 9.1% in Q1 2026, buying an estimated $62.5K and bringing the position to 6,076 shares worth $755K. The position accounts for 0.33% of the portfolio, ranked #18.

Brogan Financial first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $872K in Q1 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Brogan Financial held 6,076 shares of Walmart Inc worth $755K as of Q1 2026.
Brogan Financial bought 509 Walmart Inc shares in Q1 2026, an estimated $62.5K.
Walmart Inc made up 0.33% of Brogan Financial's portfolio in Q1 2026, its #18 holding.
Brogan Financial first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Brogan Financial's Walmart Inc position peaked at $872K in Q1 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.