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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
Q2 		$829K Hold
7,320
– – 0.21% 30
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Terril Brothers's WMT Position: Q2 2026 in Review

Terril Brothers held its Walmart Inc (WMT) position steady in Q2 2026 at 7,320 shares worth $829K. The position accounts for 0.21% of the portfolio, ranked #30.

Terril Brothers first reported a position in WMT in Q3 2014 and has held it in 21 quarters since. The position peaked at $968K in Q1 2015. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Terril Brothers held 7,320 shares of Walmart Inc worth $829K as of Q2 2026.
  • Terril Brothers left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.21% of Terril Brothers's portfolio in Q2 2026, its #30 holding.
  • Terril Brothers first reported a position in Walmart Inc in Q3 2014 and has held it in 21 quarters since.
  • Terril Brothers's Walmart Inc position peaked at $968K in Q1 2015.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Terril Brothers's 13F filing for Q2 2026, filed 24 Jul 2026.