BLC
WMT icon

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
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 $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, Lisle/Cummings's WMT Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Walmart Inc (WMT) stake by 2.9% in Q1 2026, buying an estimated $21.9K and bringing the position to 6,248 shares worth $777K. The position accounts for 0.19% of the portfolio, ranked #113.

Brown, Lisle/Cummings first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Brown, Lisle/Cummings held 6,248 shares of Walmart Inc worth $777K as of Q1 2026.
  • Brown, Lisle/Cummings bought 178 Walmart Inc shares in Q1 2026, an estimated $21.9K.
  • Walmart Inc made up 0.19% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #113 holding.
  • Brown, Lisle/Cummings first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.