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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
Q3 		$2.47M Sell
23,735
-1,135
-5% -$125K 0.03% 144
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Douglas Lane & Associates's WMT Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Walmart Inc (WMT) stake by 4.6% in Q3 2026, selling an estimated $125K and leaving 23,735 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #144.

Douglas Lane & Associates first reported a position in WMT in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.27M in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Douglas Lane & Associates held 23,735 shares of Walmart Inc worth $2.47M as of Q3 2026.
  • Douglas Lane & Associates sold 1,135 Walmart Inc shares in Q3 2026, an estimated $125K.
  • Walmart Inc made up 0.03% of Douglas Lane & Associates's portfolio in Q3 2026, its #144 holding.
  • Douglas Lane & Associates first reported a position in Walmart Inc in Q4 2018 and has held it in 32 quarters since.
  • Douglas Lane & Associates's Walmart Inc position peaked at $3.27M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.