Kelman-Lazarov Inc’s Walmart Inc WMT Stock Holding History

Kelman-Lazarov Inc’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	$1.6M	Buy	12,877 +573	+5%	+$70.3K	0.23%	45
2025 Q4	$1.37M	Buy	12,304 +233	+2%	+$25K	0.2%	52
2025 Q3	$1.24M	Buy	12,071 +622	+5%	+$61.9K	0.18%	55
2025 Q2	$1.12M	Buy	11,449 +182	+2%	+$17.3K	0.18%	54
2025 Q1	$989K	Buy	11,267 +20	+0.2%	+$1.88K	0.18%	53
2024 Q4	$1.02M	Sell	11,247 -43	-0.4%	-$3.73K	0.18%	54
2024 Q3	$912K	Buy	11,290 +3	+0%	+$220	0.16%	54
2024 Q2	$764K	Sell	11,287 -560	-5%	-$35.3K	0.14%	57
2024 Q1	$713K	Buy	11,847 +63	+0.5%	+$3.6K	0.14%	57
2023 Q4	$619K	Buy	11,784 +216	+2%	+$11.4K	0.13%	58
2023 Q3	$617K	Buy	11,568 +912	+9%	+$48.5K	0.15%	55
2023 Q2	$558K	Buy	10,656 +561	+6%	+$28.3K	0.13%	57
2023 Q1	$496K	Hold	10,095	–	–	0.13%	60
2022 Q4	$477K	Sell	10,095 -669	-6%	-$31.8K	0.13%	58
2022 Q3	$465K	Sell	10,764 -4,194	-28%	-$184K	0.16%	51
2022 Q2	$606K	Buy	14,958 +33	+0.2%	+$1.52K	0.2%	44
2022 Q1	$741K	Hold	14,925	–	–	0.25%	40
2021 Q4	$720K	Hold	14,925	–	–	0.23%	41
2021 Q3	$693K	Hold	14,925	–	–	0.24%	40
2021 Q2	$702K	Sell	14,925 -51	-0.3%	-$2.38K	0.25%	38
2021 Q1	$678K	Hold	14,976	–	–	0.24%	39
2020 Q4	$720K	Sell	14,976 -564	-4%	-$27.4K	0.28%	37
2020 Q3	$725K	Hold	15,540	–	–	0.33%	34
2020 Q2	$620K	Hold	15,540	–	–	0.29%	37
2020 Q1	$589K	Sell	15,540 -8,136	-34%	-$313K	0.32%	39
2019 Q4	$938K	Sell	23,676 -1,356	-5%	-$53.8K	0.42%	37
2019 Q3	$990K	Sell	25,032 -1,896	-7%	-$71.6K	0.49%	35
2019 Q2	$992K	Sell	26,928 -5,847	-18%	-$202K	0.51%	36
2019 Q1	$1.07M	Sell	32,775 -2,157	-6%	-$69.9K	0.56%	35
2018 Q4	$1.08M	Sell	34,932 -5,544	-14%	-$178K	0.68%	35
2018 Q3	$1.27M	Sell	40,476 -1,497	-4%	-$45.8K	0.74%	35
2018 Q2	$1.2M	Sell	41,973 -2,103	-5%	-$59.8K	0.64%	43
2018 Q1	$1.31M	Sell	44,076 -11,115	-20%	-$358K	0.7%	39
2017 Q4	$1.82M	Buy	55,191 +5,313	+11%	+$163K	0.93%	32
2017 Q3	$1.3M	Buy	49,878 +1,020	+2%	+$26.8K	0.69%	43
2017 Q2	$1.23M	Buy	48,858 +31,695	+185%	+$805K	0.68%	48
2017 Q1	$412K	Hold	17,163	–	–	0.27%	82
2016 Q4	$395K	Sell	17,163 -22,122	-56%	-$516K	0.22%	88
2016 Q3	$940K	Sell	39,285 -1,125	-3%	-$27.3K	0.53%	55
2016 Q2	$981K	Sell	40,410 -804	-2%	-$18.6K	0.56%	56
2016 Q1	$949K	Buy	+41,214	New	+$904K	0.56%	54

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelman-Lazarov Inc's WMT Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Walmart Inc (WMT) stake by 4.7% in Q1 2026, buying an estimated $70.3K and bringing the position to 12,877 shares worth $1.6M. The position accounts for 0.23% of the portfolio, ranked #45.

Kelman-Lazarov Inc first reported a position in WMT in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.82M in Q4 2017. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Kelman-Lazarov Inc held 12,877 shares of Walmart Inc worth $1.6M as of Q1 2026.
Kelman-Lazarov Inc bought 573 Walmart Inc shares in Q1 2026, an estimated $70.3K.
Walmart Inc made up 0.23% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #45 holding.
Kelman-Lazarov Inc first reported a position in Walmart Inc in Q1 2016 and has held it in 41 quarters since.
Kelman-Lazarov Inc's Walmart Inc position peaked at $1.82M in Q4 2017.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.