SEC 13F Intelligence

Stonebrook Private Inc. / WMT

Stonebrook Private Inc.’s Walmart Inc Position

Does Stonebrook Private Inc. own Walmart Inc (WMT)? Yes — 38.7K shares worth $5M (+1.02% of its 13F portfolio) as of Q1 2026, down from 39.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
38.7K
% of Portfolio
+1.02%
Quarters Held
10
currently held

Position History WMT

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ2 ’25Q3 ’25: $8MQ4 ’25: $4MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.7K$5M+1.02%
Q4 202539.3K$4M+0.92%
Q3 202574.8K$8M+1.67%
Q2 202573.3K$7M+1.68%
Q1 202572.5K$6M+1.65%
Q4 202472.7K$7M+1.72%
Q3 202472.8K$6M+1.55%
Q2 202473.3K$5M+1.43%
Q1 202476.6K$5M+1.35%
Q4 202323.9K$4M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stonebrook Private Inc.’s full portfolio or all institutional holders of WMT.