BMWM
WMT icon

Brown Miller Wealth Management’s Walmart Inc WMT Stock Holding History

Brown Miller Wealth Management’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 		$823K Hold
7,265
– – 0.21% 84
2026
Q1 		$903K Hold
7,265
– – 0.26% 75
2025
Q4 		$809K Sell
7,265
-185
-2% -$19.9K 0.22% 76
2025
Q3 		$768K Buy
7,450
+486
+7% +$48.4K 0.22% 81
2025
Q2 		$681K Sell
6,964
-179
-3% -$17.1K 0.21% 85
2025
Q1 		$627K Buy
7,143
+826
+13% +$77.5K 0.22% 89
2024
Q4 		$571K Sell
6,317
-127
-2% -$11K 0.22% 78
2024
Q3 		$520K Sell
6,444
-89
-1% -$6.54K 0.2% 78
2024
Q2 		$442K Buy
6,533
+91
+1% +$5.73K 0.18% 84
2024
Q1 		$388K Buy
6,442
+1
+0% +$57 0.17% 94
2023
Q4 		$339K Hold
6,441
– – 0.17% 96
2023
Q3 		$343K Buy
6,441
+3
+0% +$160 0.19% 91
2023
Q2 		$337K Buy
6,438
+3
+0% +$151 0.18% 97
2023
Q1 		$316K Sell
6,435
-21
-0.3% -$997 0.19% 95
2022
Q4 		$305K Sell
6,456
-900
-12% -$42.7K 0.19% 96
2022
Q3 		$318K Sell
7,356
-63
-0.8% -$2.76K 0.23% 84
2022
Q2 		$300K Buy
7,419
+18
+0.2% +$830 0.2% 94
2022
Q1 		$367K Buy
7,401
+12
+0.2% +$563 0.21% 84
2021
Q4 		$356K Hold
7,389
– – 0.2% 88
2021
Q3 		$343K Sell
7,389
-96
-1% -$4.63K 0.22% 87
2021
Q2 		$351K Buy
7,485
+54
+0.7% +$2.52K 0.22% 88
2021
Q1 		$337K Buy
7,431
+84
+1% +$3.89K 0.24% 85
2020
Q4 		$353K Buy
+7,347
New +$357K 0.27% 79

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Brown Miller Wealth Management's WMT Position: Q2 2026 in Review

Brown Miller Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 7,265 shares worth $823K. The position accounts for 0.21% of the portfolio, ranked #84.

Brown Miller Wealth Management first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $903K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Brown Miller Wealth Management held 7,265 shares of Walmart Inc worth $823K as of Q2 2026.
  • Brown Miller Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.21% of Brown Miller Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Brown Miller Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Brown Miller Wealth Management's Walmart Inc position peaked at $903K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.