Brookwood Investment Group’s Walmart Inc WMT Stock Holding History

Brookwood 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 Q2	$1.51M	Buy	13,312 +1,782	+15%	+$221K	0.17%	126
2026 Q1	$1.43M	Sell	11,530 -9,103	-44%	-$1.12M	0.18%	128
2025 Q4	$2.3M	Sell	20,633 -8,317	-29%	-$893K	0.28%	66
2025 Q3	$2.98M	Sell	28,950 -7,927	-21%	-$789K	0.39%	48
2025 Q2	$3.61M	Buy	36,877 +14,635	+66%	+$1.39M	0.58%	29
2025 Q1	$1.95M	Buy	+22,242	New	+$2.09M	0.34%	49

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Brookwood Investment Group's WMT Position: Q2 2026 in Review

Brookwood Investment Group increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $221K and bringing the position to 13,312 shares worth $1.51M. The position accounts for 0.17% of the portfolio, ranked #126.

Brookwood Investment Group first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.61M in Q2 2025. 2,229 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Brookwood Investment Group held 13,312 shares of Walmart Inc worth $1.51M as of Q2 2026.
Brookwood Investment Group bought 1,782 Walmart Inc shares in Q2 2026, an estimated $221K.
Walmart Inc made up 0.17% of Brookwood Investment Group's portfolio in Q2 2026, its #126 holding.
Brookwood Investment Group first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Walmart Inc position peaked at $3.61M in Q2 2025.
2,229 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.