KLWA
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Kelly Lawrence W & Associates’s Walmart Inc WMT Stock Holding History

Kelly Lawrence W & 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 		$932K Hold
7,500
– – 0.26% 42
2025
Q4 		$836K Hold
7,500
– – 0.2% 47
2025
Q3 		$773K Hold
7,500
– – 0.19% 47
2025
Q2 		$733K Hold
7,500
– – 0.19% 48
2025
Q1 		$658K Hold
7,500
– – 0.16% 51
2024
Q4 		$678K Hold
7,500
– – 0.16% 49
2024
Q3 		$606K Buy
7,500
+3,000
+67% +$220K 0.14% 55
2024
Q2 		$305K Buy
4,500
+1,500
+50% +$94.5K 0.07% 71
2024
Q1 		$181K Buy
+3,000
New +$172K 0.04% 85
2023
Q1 		– Sell
-2,220
Closed -$105K – 167
2022
Q4 		$105K Hold
2,220
– – 0.03% 83
2022
Q3 		$96K Hold
2,220
– – 0.03% 97
2022
Q2 		$90K Hold
2,220
– – 0.02% 102
2022
Q1 		$110K Hold
2,220
– – 0.02% 92
2021
Q4 		$107K Buy
+2,220
New +$106K 0.02% 96
2017
Q2 		– Sell
-999
Closed -$24K – 200
2017
Q1 		$24K Sell
999
-3
-0.3% -$69 0.01% 140
2016
Q4 		$23K Hold
1,002
– – 0.01% 139
2016
Q3 		$24K Hold
1,002
– – 0.01% 146
2016
Q2 		$24K Sell
1,002
-900
-47% -$20.8K 0.01% 159
2016
Q1 		$43K Hold
1,902
– – 0.01% 128
2015
Q4 		$39K Sell
1,902
-1,767
-48% -$35.5K 0.01% 131
2015
Q3 		$79K Buy
3,669
+1,767
+93% +$40.5K 0.02% 112
2015
Q2 		$45K Buy
1,902
+1,770
+1,341% +$45.1K 0.01% 119
2015
Q1 		$4K Hold
132
– – ﹤0.01% 120
2014
Q4 		$4K Buy
+132
New +$3.57K ﹤0.01% 127
2014
Q3 		– Sell
-132
Closed -$3K – 117
2014
Q2 		$3K Sell
132
-975
-88% -$25K ﹤0.01% 128
2014
Q1 		$29K Buy
1,107
+222
+25% +$5.58K 0.01% 108
2013
Q4 		$23K Buy
+885
New +$22.9K 0.01% 108

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

Kelly Lawrence W & Associates's WMT Position: Q1 2026 in Review

Kelly Lawrence W & Associates held its Walmart Inc (WMT) position steady in Q1 2026 at 7,500 shares worth $932K. The position accounts for 0.26% of the portfolio, ranked #42.

Kelly Lawrence W & Associates first reported a position in WMT in Q4 2013 and has held it in 27 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Kelly Lawrence W & Associates held 7,500 shares of Walmart Inc worth $932K as of Q1 2026.
  • Kelly Lawrence W & Associates left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.26% of Kelly Lawrence W & Associates's portfolio in Q1 2026, its #42 holding.
  • Kelly Lawrence W & Associates first reported a position in Walmart Inc in Q4 2013 and has held it in 27 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.