Morton Brown Family Wealth’s Walmart Inc WMT Stock Holding History

Morton Brown Family Wealth’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	$122K	Sell	1,074 -252	-19%	-$31.3K	0.03%	88
2026 Q1	$165K	Buy	1,326 +1	+0.1%	+$123	0.04%	74
2025 Q4	$148K	Buy	1,325 +47	+4%	+$5.05K	0.04%	74
2025 Q3	$132K	Sell	1,278 -181	-12%	-$18K	0.04%	75
2025 Q2	$143K	Hold	1,459	–	–	0.04%	71
2025 Q1	$128K	Buy	1,459 +481	+49%	+$45.1K	0.04%	71
2024 Q4	$88.3K	Hold	978	–	–	0.03%	87
2024 Q3	$78.9K	Buy	978 +300	+44%	+$22K	0.03%	81
2024 Q2	$48K	Hold	678	–	–	0.02%	93
2024 Q1	$40.8K	Sell	678 -318	-32%	-$18.2K	0.02%	95
2023 Q4	$52.3K	Buy	996 +318	+47%	+$16.8K	0.02%	98
2023 Q3	$36.1K	Hold	678	–	–	0.02%	89
2023 Q2	$35.5K	Buy	678 +30	+5%	+$1.51K	0.02%	86
2023 Q1	$31.8K	Hold	648	–	–	0.02%	90
2022 Q4	$30.6K	Hold	648	–	–	0.02%	88
2022 Q3	$28K	Sell	648 -78	-11%	-$3.42K	0.02%	83
2022 Q2	$30K	Buy	726 +78	+12%	+$3.6K	0.02%	80
2022 Q1	$32K	Hold	648	–	–	0.02%	81
2021 Q4	$31K	Buy	+648	New	+$30.9K	0.02%	89

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

Morton Brown Family Wealth's WMT Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Walmart Inc (WMT) stake by 19% in Q2 2026, selling an estimated $31.3K and leaving 1,074 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #88.

Morton Brown Family Wealth first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $165K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Morton Brown Family Wealth held 1,074 shares of Walmart Inc worth $122K as of Q2 2026.
Morton Brown Family Wealth sold 252 Walmart Inc shares in Q2 2026, an estimated $31.3K.
Walmart Inc made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #88 holding.
Morton Brown Family Wealth first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Walmart Inc position peaked at $165K in Q1 2026.
2,125 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.