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J. Derek Lewis & Associates’s Walmart Inc WMT Stock Holding History

J. Derek Lewis & 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 		$1.28M Sell
11,304
-55
-0.5% -$6.83K 0.24% 55
2026
Q1 		$1.41M Buy
11,359
+81
+0.7% +$9.95K 0.32% 46
2025
Q4 		$1.26M Buy
+11,278
New +$1.21M 0.29% 47

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

J. Derek Lewis & Associates's WMT Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Walmart Inc (WMT) stake by 0.48% in Q2 2026, selling an estimated $6.83K and leaving 11,304 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #55.

J. Derek Lewis & Associates first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • J. Derek Lewis & Associates held 11,304 shares of Walmart Inc worth $1.28M as of Q2 2026.
  • J. Derek Lewis & Associates sold 55 Walmart Inc shares in Q2 2026, an estimated $6.83K.
  • Walmart Inc made up 0.24% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #55 holding.
  • J. Derek Lewis & Associates first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Walmart Inc position peaked at $1.41M in Q1 2026.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.