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Brown, Lisle/Cummings’s Walmart Inc WMT Stock Holding History

Brown, Lisle/Cummings’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 		$705K Sell
6,228
-20
-0.3% -$2.48K 0.16% 130
2026
Q1 		$777K Buy
6,248
+178
+3% +$21.9K 0.19% 113
2025
Q4 		$676K Hold
6,070
– – 0.17% 124
2025
Q3 		$626K Hold
6,070
– – 0.16% 128
2025
Q2 		$594K Sell
6,070
-1,000
-14% -$95.3K 0.16% 132
2025
Q1 		$621K Buy
7,070
+33
+0.5% +$3.1K 0.18% 122
2024
Q4 		$636K Buy
7,037
+727
+12% +$63.1K 0.19% 118
2024
Q3 		$510K Hold
6,310
– – 0.15% 135
2024
Q2 		$427K Buy
6,310
+5,200
+468% +$327K 0.14% 145
2024
Q1 		$66.8K Hold
1,110
– – 0.02% 270
2023
Q4 		$58.3K Hold
1,110
– – 0.02% 276
2023
Q3 		$59.2K Hold
1,110
– – 0.03% 257
2023
Q2 		$58.2K Sell
1,110
-150
-12% -$7.57K 0.03% 266
2023
Q1 		$61.9K Buy
1,260
+120
+11% +$5.7K 0.03% 258
2022
Q4 		$53.9K Sell
1,140
-501
-31% -$23.8K 0.03% 258
2022
Q3 		$70.9K Buy
1,641
+165
+11% +$7.23K 0.04% 225
2022
Q2 		$59.8K Sell
1,476
-300
-17% -$13.8K 0.03% 242
2022
Q1 		$88.2K Hold
1,776
– – 0.04% 218
2021
Q4 		$85.7K Buy
+1,776
New +$84.8K 0.04% 223

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brown, Lisle/Cummings's WMT Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Walmart Inc (WMT) stake by 0.32% in Q2 2026, selling an estimated $2.48K and leaving 6,228 shares worth $705K. The position accounts for 0.16% of the portfolio, ranked #130.

Brown, Lisle/Cummings first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $777K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Brown, Lisle/Cummings held 6,228 shares of Walmart Inc worth $705K as of Q2 2026.
  • Brown, Lisle/Cummings sold 20 Walmart Inc shares in Q2 2026, an estimated $2.48K.
  • Walmart Inc made up 0.16% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #130 holding.
  • Brown, Lisle/Cummings first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's Walmart Inc position peaked at $777K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.