Brown Financial Advisory’s Walmart Inc WMT Stock Holding History

Brown Financial Advisory’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	$387K	Sell	3,415 -1,315	-28%	-$163K	0.16%	35
2026 Q1	$588K	Sell	4,730 -496	-9%	-$60.9K	0.29%	21
2025 Q4	$582K	Hold	5,226	–	–	0.29%	28
2025 Q3	$539K	Buy	5,226 +471	+10%	+$46.9K	0.28%	28
2025 Q2	$465K	Buy	4,755 +2,018	+74%	+$192K	0.26%	30
2025 Q1	$240K	Buy	+2,737	New	+$257K	0.15%	46

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Brown Financial Advisory reduced its Walmart Inc (WMT) stake by 28% in Q2 2026, selling an estimated $163K and leaving 3,415 shares worth $387K. The position accounts for 0.16% of the portfolio, ranked #35.

Brown Financial Advisory first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $588K in Q1 2026. 2,179 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Brown Financial Advisory held 3,415 shares of Walmart Inc worth $387K as of Q2 2026.
Brown Financial Advisory sold 1,315 Walmart Inc shares in Q2 2026, an estimated $163K.
Walmart Inc made up 0.16% of Brown Financial Advisory's portfolio in Q2 2026, its #35 holding.
Brown Financial Advisory first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Brown Financial Advisory's Walmart Inc position peaked at $588K in Q1 2026.
2,179 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.