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 Q2	$1.97M	Sell	17,383 -548	-3%	-$68K	0.69%	43
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Financial Advisors's WMT Position: Q2 2026 in Review

Brown Financial Advisors reduced its Walmart Inc (WMT) stake by 3.1% in Q2 2026, selling an estimated $68K and leaving 17,383 shares worth $1.97M. The position accounts for 0.69% of the portfolio, ranked #43.

Brown Financial Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.39M in Q3 2025. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Brown Financial Advisors held 17,383 shares of Walmart Inc worth $1.97M as of Q2 2026.
Brown Financial Advisors sold 548 Walmart Inc shares in Q2 2026, an estimated $68K.
Walmart Inc made up 0.69% of Brown Financial Advisors's portfolio in Q2 2026, its #43 holding.
Brown Financial Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's Walmart Inc position peaked at $2.39M in Q3 2025.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.