Brooklyn Investment Group’s Walmart Inc WMT Stock Holding History

Brooklyn Investment Group’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	$18.2M	Buy	146,788 +42,973	+41%	+$5.28M	0.57%	23
2025 Q4	$11.7M	Buy	103,815 +47,525	+84%	+$5.1M	0.54%	25
2025 Q3	$2.6M	Sell	56,290 -1,403	-2%	-$140K	0.35%	49
2025 Q2	$2.67M	Buy	57,693 +15,974	+38%	+$1.52M	0.35%	50
2025 Q1	$3.66M	Buy	41,719 +7,692	+23%	+$722K	0.79%	20
2024 Q4	$3.07M	Buy	34,027 +1,930	+6%	+$167K	0.92%	18
2024 Q3	$2.59M	Buy	32,097 +318	+1%	+$23.4K	0.85%	21
2024 Q2	$1.91M	Hold	31,779	–	–	0.82%	25
2024 Q1	$1.91M	Sell	31,779 -612	-2%	-$35K	0.82%	25
2023 Q4	$1.7M	Buy	+32,391	New	+$1.71M	0.81%	27

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

Brooklyn Investment Group's WMT Position: Q1 2026 in Review

Brooklyn Investment Group increased its Walmart Inc (WMT) stake by 41% in Q1 2026, buying an estimated $5.28M and bringing the position to 146,788 shares worth $18.2M. The position accounts for 0.57% of the portfolio, ranked #23.

Brooklyn Investment Group first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Brooklyn Investment Group held 146,788 shares of Walmart Inc worth $18.2M as of Q1 2026.
Brooklyn Investment Group bought 42,973 Walmart Inc shares in Q1 2026, an estimated $5.28M.
Walmart Inc made up 0.57% of Brooklyn Investment Group's portfolio in Q1 2026, its #23 holding.
Brooklyn Investment Group first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.