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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
Q2 		$476K Buy
4,203
+5
+0.1% +$621 0.14% 117
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 Buy
393
+3
+0.8% +$103 0.01% 273
2019
Q1 		$12.9K Buy
+390
New +$12.6K 0.02% 199

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Joseph P. Lucia & Associates's WMT Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Walmart Inc (WMT) stake by 0.12% in Q2 2026, buying an estimated $621 and bringing the position to 4,203 shares worth $476K. The position accounts for 0.14% of the portfolio, ranked #117.

Joseph P. Lucia & Associates first reported a position in WMT in Q1 2019 and has held it in 18 quarters since. The position peaked at $522K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Joseph P. Lucia & Associates held 4,203 shares of Walmart Inc worth $476K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 5 Walmart Inc shares in Q2 2026, an estimated $621.
  • Walmart Inc made up 0.14% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #117 holding.
  • Joseph P. Lucia & Associates first reported a position in Walmart Inc in Q1 2019 and has held it in 18 quarters since.
  • Joseph P. Lucia & Associates's Walmart Inc position peaked at $522K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.