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Joseph P. Lucia & Associates’s Walmart Inc WMT Stock Holding History

Joseph P. Lucia & 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 		$522K Buy
4,198
+2
+0% +$246 0.19% 103
2025
Q4 		$467K Buy
4,196
+809
+24% +$86.9K 0.17% 106
2025
Q3 		$349K Buy
3,387
+2
+0.1% +$199 0.13% 117
2025
Q2 		$331K Sell
3,385
-35
-1% -$3.33K 0.14% 115
2025
Q1 		$300K Buy
+3,420
New +$321K 0.14% 111
2022
Q3 		– Sell
-576
Closed -$23K – 445
2022
Q2 		$23K Hold
576
– – 0.02% 240
2022
Q1 		$29K Buy
+576
New +$27K 0.02% 231
2021
Q4 		– Sell
-840
Closed -$39K – 555
2021
Q3 		$39K Hold
840
– – 0.02% 240
2021
Q2 		$39K Sell
840
-324
-28% -$15.1K 0.02% 240
2021
Q1 		$53K Buy
1,164
+48
+4% +$2.22K 0.02% 204
2020
Q4 		$54K Buy
+1,116
New +$54.2K 0.04% 182
2020
Q3 		– Sell
-750
Closed -$30K – 454
2020
Q2 		$30K Buy
750
+60
+9% +$2.47K 0.03% 211
2020
Q1 		$26K Buy
690
+297
+76% +$11.4K 0.03% 211
2019
Q4 		$16K Hold
393
– – 0.01% 270
2019
Q3 		$16K Hold
393
– – 0.02% 270
2019
Q2 		$14K Sell
393
-38,448
-99% -$1.33M 0.01% 273
2019
Q1 		$130 Buy
+38,841
New +$1.26M 0.01% 247

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Joseph P. Lucia & Associates's WMT Position: Q1 2026 in Review

Joseph P. Lucia & Associates increased its Walmart Inc (WMT) stake by 0.05% in Q1 2026, buying an estimated $246 and bringing the position to 4,198 shares worth $522K. The position accounts for 0.19% of the portfolio, ranked #103.

Joseph P. Lucia & Associates first reported a position in WMT in Q1 2019 and has held it in 17 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Joseph P. Lucia & Associates held 4,198 shares of Walmart Inc worth $522K as of Q1 2026.
  • Joseph P. Lucia & Associates bought 2 Walmart Inc shares in Q1 2026, an estimated $246.
  • Walmart Inc made up 0.19% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #103 holding.
  • Joseph P. Lucia & Associates first reported a position in Walmart Inc in Q1 2019 and has held it in 17 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.