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Brooks Moore & Associates’s Walmart Inc WMT Stock Holding History

Brooks Moore & Associates’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 		$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

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

Brooks Moore & Associates's WMT Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Walmart Inc (WMT) stake by 28% in Q1 2026, selling an estimated $1.75M and leaving 36,437 shares worth $4.53M. The position accounts for 2.27% of the portfolio, ranked #13.

Brooks Moore & Associates first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.65M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Brooks Moore & Associates held 36,437 shares of Walmart Inc worth $4.53M as of Q1 2026.
  • Brooks Moore & Associates sold 14,270 Walmart Inc shares in Q1 2026, an estimated $1.75M.
  • Walmart Inc made up 2.27% of Brooks Moore & Associates's portfolio in Q1 2026, its #13 holding.
  • Brooks Moore & Associates first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • Brooks Moore & Associates's Walmart Inc position peaked at $5.65M in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.