Alan B. Lancz & Associates’s Walmart Inc WMT Stock Holding History

Alan B. Lancz & Associates’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	–	Sell	-1,960	Closed	-$218K	–	141
2025 Q4	$218K	Hold	1,960	–	–	0.19%	124
2025 Q3	$202K	Buy	+1,960	New	+$195K	0.18%	128

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alan B. Lancz & Associates's WMT Position: Q1 2026 in Review

Alan B. Lancz & Associates sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 1,960 shares — an estimated $218K sold.

Alan B. Lancz & Associates first reported a position in WMT in Q3 2025 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Alan B. Lancz & Associates reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Alan B. Lancz & Associates sold 1,960 Walmart Inc shares in Q1 2026, an estimated $218K.
Alan B. Lancz & Associates first reported a position in Walmart Inc in Q3 2025 and held it in 2 quarters.
Alan B. Lancz & Associates's Walmart Inc position peaked at $218K in Q4 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.