Stonebrook Private Inc. Sells 35,542 Shares of Walmart Inc. $WMT

Posted by George Bondi on Jun 10th, 2026

Walmart logo Stonebrook Private Inc. trimmed its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 47.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 39,263 shares of the retailer’s stock after selling 35,542 shares during the quarter. Walmart comprises 0.9% of Stonebrook Private Inc.’s holdings, making the stock its 23rd biggest holding. Stonebrook Private Inc.’s holdings in Walmart were worth $4,374,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of WMT. Entrust Financial LLC bought a new position in Walmart during the fourth quarter valued at $27,000. Redmont Wealth Advisors LLC bought a new position in Walmart during the third quarter valued at $30,000. Beacon Financial Strategies CORP bought a new position in Walmart during the fourth quarter valued at $30,000. Bay Harbor Wealth Management LLC grew its holdings in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock valued at $32,000 after purchasing an additional 105 shares during the period. Finally, Clayton Financial Group LLC grew its holdings in Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after purchasing an additional 193 shares during the period. 26.76% of the stock is owned by institutional investors.

Key Walmart News

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart is expanding its retail media platform and adding new third-party ad integrations, which could increase higher-margin advertising revenue. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation
Positive Sentiment: The company is widening Express Delivery by adding Subway ordering in about 1,400 stores, reinforcing Walmart’s push into faster, more convenient e-commerce and service-based offerings. Walmart (WMT) Valuation Check As Subway Integration And Higher Margin Services Draw New Attention
Positive Sentiment: Analysts highlighted Walmart’s digital transformation, including advertising, e-commerce, Sam’s Club innovation, and AI adoption, which supports the case for a higher valuation over time. Walmart’s No. 2 Ranking Hides a Digital Transformation Story
Positive Sentiment: Walmart’s e-commerce sales reportedly rose 26% in Q1 fiscal 2027, showing strong growth in pickup, delivery, and marketplace activity. Walmart’s E-commerce Improves 26%: Is Margin Expansion Next?
Neutral Sentiment: Several articles noted that Walmart remains one of the most watched retail/e-commerce stocks, reflecting continued investor interest rather than a clear new catalyst. Walmart Inc. (WMT) is Attracting Investor Attention: Here is What You Should Know
Neutral Sentiment: Short-interest data showed no meaningful new information, with reported short interest at zero shares and no actionable signal for traders.
Negative Sentiment: Some reports raised valuation questions, suggesting the stock may have already priced in much of the optimism around Walmart’s media, delivery, and digital growth plans. Walmart Media Expansion And Delivery Push Raise Questions For WMT Valuation
Negative Sentiment: Analysts also pointed to recent share-price weakness and pricing pressure, which may be weighing on sentiment despite Walmart’s long-term strategic progress. Walmart Confident in Competitive Positioning Amid Pricing Pressure, RBC Capital Markets Says

Insider Activity at Walmart

In related news, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the sale, the executive vice president owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total value of $1,628,550.00. Following the sale, the chief executive officer directly owned 661,037 shares of the company’s stock, valued at $82,021,470.96. This represents a 1.95% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 117,008 shares of company stock valued at $14,492,704 in the last ninety days. 0.09% of the stock is currently owned by corporate insiders.

Walmart Price Performance

NASDAQ:WMT opened at $118.88 on Wednesday. The firm has a market capitalization of $946.06 billion, a price-to-earnings ratio of 41.71, a P/E/G ratio of 4.47 and a beta of 0.59. Walmart Inc. has a 52-week low of $93.43 and a 52-week high of $135.15. The stock has a fifty day moving average of $125.49 and a 200 day moving average of $121.46. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.66. The company had revenue of $177.75 billion during the quarter, compared to analyst estimates of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The firm’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter last year, the company earned $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, research analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Wall Street Analyst Weigh In

WMT has been the subject of a number of analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $137.00 price target (down from $140.00) on shares of Walmart in a report on Friday, May 22nd. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a report on Friday, May 22nd. Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 price target on shares of Walmart in a report on Friday, March 6th. Guggenheim raised their price target on Walmart from $120.00 to $137.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and issued a $140.00 price target (up from $130.00) on shares of Walmart in a report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

View Our Latest Analysis on Walmart

About Walmart

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.