JBR Co Financial Management’s Walmart Inc WMT Stock Holding History

JBR Co Financial 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	$365K	Hold	3,222	–	–	0.13%	107
2026 Q1	$359K	Hold	3,222	–	–	0.15%	92
2025 Q4	$359K	Hold	3,222	–	–	0.15%	92
2025 Q3	$332K	Hold	3,222	–	–	0.14%	94
2025 Q2	$315K	Sell	3,222 -1,200	-27%	-$114K	0.16%	94
2025 Q1	$388K	Hold	4,422	–	–	0.23%	78
2024 Q4	$400K	Sell	4,422 -10	-0.2%	-$868	0.24%	78
2024 Q3	$358K	Buy	4,432 +10	+0.2%	+$734	0.23%	77
2024 Q2	$299K	Hold	4,422	–	–	0.21%	79
2024 Q1	$266K	Buy	4,422 +15	+0.3%	+$858	0.21%	78
2023 Q4	$232K	Buy	+4,407	New	+$233K	0.22%	78

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JBR Co Financial Management's WMT Position: Q2 2026 in Review

JBR Co Financial Management held its Walmart Inc (WMT) position steady in Q2 2026 at 3,222 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #107.

JBR Co Financial Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $400K in Q4 2024. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

JBR Co Financial Management held 3,222 shares of Walmart Inc worth $365K as of Q2 2026.
JBR Co Financial Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.13% of JBR Co Financial Management's portfolio in Q2 2026, its #107 holding.
JBR Co Financial Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Walmart Inc position peaked at $400K in Q4 2024.
2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.