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Brown Financial Advisors’s Walmart Inc WMT Stock Holding History

Brown Financial Advisors’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 		$2.23M Sell
17,931
-3,174
-15% -$390K 0.84% 33
2025
Q4 		$2.35M Sell
21,105
-2,125
-9% -$228K 0.86% 34
2025
Q3 		$2.39M Buy
23,230
+250
+1% +$24.9K 0.88% 36
2025
Q2 		$2.25M Sell
22,980
-1,584
-6% -$151K 0.88% 37
2025
Q1 		$2.16M Buy
24,564
+3,255
+15% +$305K 0.89% 39
2024
Q4 		$1.93M Sell
21,309
-3,211
-13% -$279K 0.77% 39
2024
Q3 		$1.98M Sell
24,520
-712
-3% -$52.3K 0.82% 36
2024
Q2 		$1.71M Buy
+25,232
New +$1.59M 0.76% 39

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

Brown Financial Advisors's WMT Position: Q1 2026 in Review

Brown Financial Advisors reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $390K and leaving 17,931 shares worth $2.23M. The position accounts for 0.84% of the portfolio, ranked #33.

Brown Financial Advisors first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.39M in Q3 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Brown Financial Advisors held 17,931 shares of Walmart Inc worth $2.23M as of Q1 2026.
  • Brown Financial Advisors sold 3,174 Walmart Inc shares in Q1 2026, an estimated $390K.
  • Walmart Inc made up 0.84% of Brown Financial Advisors's portfolio in Q1 2026, its #33 holding.
  • Brown Financial Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
  • Brown Financial Advisors's Walmart Inc position peaked at $2.39M in Q3 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.