Brooks Moore & Associates’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.46M | Buy |
39,368
+2,931
| +8% | +$364K | 2% | 14 |
|
|
2026
Q1 | $4.53M | Sell |
36,437
-14,270
| -28% | -$1.75M | 2.27% | 13 |
|
|
2025
Q4 | $5.65M | Buy |
50,707
+675
| +1% | +$72.5K | 2.78% | 8 |
|
|
2025
Q3 | $5.16M | Sell |
50,032
-675
| -1% | -$67.2K | 2.61% | 10 |
|
|
2025
Q2 | $4.97M | Buy |
50,707
+400
| +0.8% | +$38.1K | 2.68% | 7 |
|
|
2025
Q1 | $4.42M | Sell |
50,307
-500
| -1% | -$46.9K | 2.49% | 11 |
|
|
2024
Q4 | $4.59M | Sell |
50,807
-2,022
| -4% | -$175K | 2.71% | 11 |
|
|
2024
Q3 | $4.27M | Sell |
52,829
-600
| -1% | -$44.1K | 2.52% | 13 |
|
|
2024
Q2 | $3.62M | Buy |
53,429
+150
| +0.3% | +$9.45K | 2.33% | 16 |
|
|
2024
Q1 | $3.21M | Buy |
53,279
+74
| +0.1% | +$4.23K | 2.06% | 17 |
|
|
2023
Q4 | $2.8M | Sell |
53,205
-303
| -0.6% | -$16K | 1.92% | 18 |
|
|
2023
Q3 | $2.85M | Sell |
53,508
-1,992
| -4% | -$106K | 2.15% | 18 |
|
|
2023
Q2 | $2.91M | Hold |
55,500
| – | – | 2.05% | 19 |
|
|
2023
Q1 | $2.73M | Buy |
55,500
+750
| +1% | +$35.6K | 1.96% | 20 |
|
|
2022
Q4 | $2.59M | Sell |
54,750
-1,440
| -3% | -$68.4K | 1.89% | 19 |
|
|
2022
Q3 | $2.43M | Sell |
56,190
-105
| -0.2% | -$4.6K | 1.96% | 21 |
|
|
2022
Q2 | $2.28M | Buy |
56,295
+6,033
| +12% | +$278K | 1.64% | 24 |
|
|
2022
Q1 | $2.5M | Buy |
50,262
+540
| +1% | +$25.4K | 1.53% | 27 |
|
|
2021
Q4 | $2.4M | Buy |
49,722
+11,265
| +29% | +$538K | 1.41% | 29 |
|
|
2021
Q3 | $1.79M | Buy |
38,457
+2,430
| +7% | +$117K | 1.17% | 34 |
|
|
2021
Q2 | $1.69M | Sell |
36,027
-1,452
| -4% | -$67.6K | 1.08% | 38 |
|
|
2021
Q1 | $1.7M | Buy |
37,479
+4,359
| +13% | +$202K | 1.15% | 36 |
|
|
2020
Q4 | $1.59M | Sell |
33,120
-297
| -0.9% | -$14.4K | 1.23% | 34 |
|
|
2020
Q3 | $1.56M | Buy |
33,417
+13,164
| +65% | +$585K | 1.34% | 32 |
|
|
2020
Q2 | $809K | Hold |
20,253
| – | – | 0.76% | 42 |
|
|
2020
Q1 | $767K | Sell |
20,253
-105
| -0.5% | -$4.04K | 0.81% | 42 |
|
|
2019
Q4 | $806K | Sell |
20,358
-297
| -1% | -$11.8K | 0.64% | 51 |
|
|
2019
Q3 | $817K | Buy |
20,655
+1,230
| +6% | +$46.4K | 0.69% | 53 |
|
|
2019
Q2 | $715K | Buy |
19,425
+261
| +1% | +$8.99K | 0.61% | 59 |
|
|
2019
Q1 | $623K | Buy |
19,164
+189
| +1% | +$6.13K | 0.57% | 58 |
|
|
2018
Q4 | $589K | Buy |
+18,975
| New | +$608K | 0.59% | 56 |
|
Other funds holding WMT
Brooks Moore & Associates's WMT Position: Q2 2026 in Review
Brooks Moore & Associates increased its Walmart Inc (WMT) stake by 8% in Q2 2026, buying an estimated $364K and bringing the position to 39,368 shares worth $4.46M. The position accounts for 2% of the portfolio, ranked #14.
Brooks Moore & Associates first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.65M in Q4 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Brooks Moore & Associates held 39,368 shares of Walmart Inc worth $4.46M as of Q2 2026.
- Brooks Moore & Associates bought 2,931 Walmart Inc shares in Q2 2026, an estimated $364K.
- Walmart Inc made up 2% of Brooks Moore & Associates's portfolio in Q2 2026, its #14 holding.
- Brooks Moore & Associates first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
- Brooks Moore & Associates's Walmart Inc position peaked at $5.65M in Q4 2025.
- 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.