Left Brain Wealth Management’s Walmart Inc WMT Stock Holding History

Left Brain 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 Q1	$4.41M	Buy	35,501 +21,260	+149%	+$2.61M	1.73%	22
2025 Q4	$1.59M	Buy	14,241 +5,261	+59%	+$565K	0.55%	38
2025 Q3	$925K	Sell	8,980 -249	-3%	-$24.8K	0.29%	52
2025 Q2	$902K	Buy	9,229 +830	+10%	+$79.1K	0.32%	51
2025 Q1	$737K	Buy	8,399 +79	+0.9%	+$7.41K	0.32%	48
2024 Q4	$752K	Buy	+8,320	New	+$722K	0.28%	52

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Left Brain Wealth Management's WMT Position: Q1 2026 in Review

Left Brain Wealth Management increased its Walmart Inc (WMT) stake by 149% in Q1 2026, buying an estimated $2.61M and bringing the position to 35,501 shares worth $4.41M. The position accounts for 1.73% of the portfolio, ranked #22.

Left Brain Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Left Brain Wealth Management held 35,501 shares of Walmart Inc worth $4.41M as of Q1 2026.
Left Brain Wealth Management bought 21,260 Walmart Inc shares in Q1 2026, an estimated $2.61M.
Walmart Inc made up 1.73% of Left Brain Wealth Management's portfolio in Q1 2026, its #22 holding.
Left Brain Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.