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Douglas Lane & Associates’s Walmart Inc WMT Stock Holding History

Douglas Lane & 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
Q2 		$2.82M Sell
24,870
-1,443
-5% -$179K 0.04% 143
2026
Q1 		$3.27M Sell
26,313
-111
-0.4% -$13.6K 0.05% 137
2025
Q4 		$2.94M Buy
26,424
+261
+1% +$28K 0.04% 138
2025
Q3 		$2.7M Buy
26,163
+3,749
+17% +$373K 0.04% 139
2025
Q2 		$2.19M Sell
22,414
-1,993
-8% -$190K 0.03% 140
2025
Q1 		$2.14M Buy
24,407
+796
+3% +$74.7K 0.03% 142
2024
Q4 		$2.13M Buy
23,611
+856
+4% +$74.3K 0.03% 142
2024
Q3 		$1.84M Sell
22,755
-3,401
-13% -$250K 0.03% 146
2024
Q2 		$1.77M Sell
26,156
-599
-2% -$37.7K 0.03% 146
2024
Q1 		$1.61M Sell
26,755
-80
-0.3% -$4.58K 0.02% 148
2023
Q4 		$1.41M Sell
26,835
-1,314
-5% -$69.5K 0.02% 150
2023
Q3 		$1.5M Sell
28,149
-876
-3% -$46.6K 0.03% 140
2023
Q2 		$1.52M Sell
29,025
-1,011
-3% -$51K 0.02% 140
2023
Q1 		$1.48M Sell
30,036
-621
-2% -$29.5K 0.02% 144
2022
Q4 		$1.45M Sell
30,657
-276
-0.9% -$13.1K 0.02% 142
2022
Q3 		$1.34M Sell
30,933
-351
-1% -$15.4K 0.02% 141
2022
Q2 		$1.27M Buy
31,284
+1,611
+5% +$74.3K 0.02% 144
2022
Q1 		$1.47M Sell
29,673
-891
-3% -$41.8K 0.02% 149
2021
Q4 		$1.47M Sell
30,564
-2,067
-6% -$98.7K 0.02% 148
2021
Q3 		$1.52M Sell
32,631
-651
-2% -$31.4K 0.02% 145
2021
Q2 		$1.56M Sell
33,282
-111
-0.3% -$5.17K 0.02% 142
2021
Q1 		$1.51M Sell
33,393
-4,668
-12% -$216K 0.02% 139
2020
Q4 		$1.83M Sell
38,061
-639
-2% -$31K 0.03% 130
2020
Q3 		$1.8M Buy
38,700
+783
+2% +$34.8K 0.04% 127
2020
Q2 		$1.51M Buy
37,917
+1,314
+4% +$54K 0.03% 129
2020
Q1 		$1.39M Sell
36,603
-633
-2% -$24.3K 0.04% 129
2019
Q4 		$1.48M Buy
37,236
+981
+3% +$39K 0.03% 137
2019
Q3 		$1.43M Sell
36,255
-3,471
-9% -$131K 0.03% 137
2019
Q2 		$1.46M Buy
39,726
+6,213
+19% +$214K 0.03% 139
2019
Q1 		$1.09M Buy
33,513
+1,566
+5% +$50.8K 0.02% 144
2018
Q4 		$992K Buy
+31,947
New +$1.02M 0.02% 141

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Douglas Lane & Associates's WMT Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Walmart Inc (WMT) stake by 5.5% in Q2 2026, selling an estimated $179K and leaving 24,870 shares worth $2.82M. The position accounts for 0.04% of the portfolio, ranked #143.

Douglas Lane & Associates first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.27M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Douglas Lane & Associates held 24,870 shares of Walmart Inc worth $2.82M as of Q2 2026.
  • Douglas Lane & Associates sold 1,443 Walmart Inc shares in Q2 2026, an estimated $179K.
  • Walmart Inc made up 0.04% of Douglas Lane & Associates's portfolio in Q2 2026, its #143 holding.
  • Douglas Lane & Associates first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Douglas Lane & Associates's Walmart Inc position peaked at $3.27M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.