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Terril Brothers’s Walmart Inc WMT Stock Holding History

Terril Brothers’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 		$910K Buy
7,320
+71
+1% +$8.72K 0.25% 29
2025
Q4 		$808K Buy
7,249
+93
+1% +$9.99K 0.21% 29
2025
Q3 		$737K Sell
7,156
-50
-0.7% -$4.98K 0.22% 28
2025
Q2 		$705K Sell
7,206
-50
-0.7% -$4.76K 0.27% 26
2025
Q1 		$637K Buy
7,256
+50
+0.7% +$4.69K 0.24% 26
2024
Q4 		$651K Buy
7,206
+867
+14% +$75.2K 0.19% 37
2024
Q3 		$512K Hold
6,339
– – 0.17% 36
2024
Q2 		$429K Buy
6,339
+1,440
+29% +$90.7K 0.15% 37
2024
Q1 		$295K Hold
4,899
– – 0.1% 48
2023
Q4 		$257K Hold
4,899
– – 0.09% 49
2023
Q3 		$261K Buy
4,899
+597
+14% +$31.8K 0.13% 45
2023
Q2 		$225K Hold
4,302
– – 0.1% 47
2023
Q1 		$211K Buy
+4,302
New +$204K 0.1% 43
2018
Q1 		– Sell
-7,401
Closed -$244K – 53
2017
Q4 		$244K Buy
+7,401
New +$226K 0.08% 51
2016
Q1 		– Sell
-11,463
Closed -$232K – 44
2015
Q4 		$232K Hold
11,463
– – 0.1% 41
2015
Q3 		$248K Hold
11,463
– – 0.08% 46
2015
Q2 		$272K Sell
11,463
-23,721
-67% -$605K 0.08% 47
2015
Q1 		$968K Buy
35,184
+23,721
+207% +$673K 0.32% 32
2014
Q4 		$328K Buy
11,463
+363
+3% +$9.81K 0.1% 46
2014
Q3 		$284K Buy
+11,100
New +$280K 0.1% 45

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Terril Brothers's WMT Position: Q1 2026 in Review

Terril Brothers increased its Walmart Inc (WMT) stake by 0.98% in Q1 2026, buying an estimated $8.72K and bringing the position to 7,320 shares worth $910K. The position accounts for 0.25% of the portfolio, ranked #29.

Terril Brothers first reported a position in WMT in Q3 2014 and has held it in 20 quarters since. The position peaked at $968K in Q1 2015. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Terril Brothers held 7,320 shares of Walmart Inc worth $910K as of Q1 2026.
  • Terril Brothers bought 71 Walmart Inc shares in Q1 2026, an estimated $8.72K.
  • Walmart Inc made up 0.25% of Terril Brothers's portfolio in Q1 2026, its #29 holding.
  • Terril Brothers first reported a position in Walmart Inc in Q3 2014 and has held it in 20 quarters since.
  • Terril Brothers's Walmart Inc position peaked at $968K in Q1 2015.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Terril Brothers's 13F filing for Q1 2026, filed 7 May 2026.