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Brown Wealth Management’s Walmart Inc WMT Stock Holding History

Brown 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 		$373K Buy
3,290
+135
+4% +$16.8K 0.08% 96
2026
Q1 		$392K Buy
3,155
+536
+20% +$65.8K 0.1% 84
2025
Q4 		$292K Buy
+2,619
New +$281K 0.08% 88

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Brown Wealth Management increased its Walmart Inc (WMT) stake by 4.3% in Q2 2026, buying an estimated $16.8K and bringing the position to 3,290 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #96.

Brown Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $392K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Brown Wealth Management held 3,290 shares of Walmart Inc worth $373K as of Q2 2026.
  • Brown Wealth Management bought 135 Walmart Inc shares in Q2 2026, an estimated $16.8K.
  • Walmart Inc made up 0.08% of Brown Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Brown Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Brown Wealth Management's Walmart Inc position peaked at $392K in Q1 2026.
  • 1,994 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.