Laffer Tengler Investments’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19M | Buy |
167,545
+3,405
| +2% | +$423K | 2.43% | 9 |
|
|
2026
Q1 | $20.4M | Sell |
164,140
-10,116
| -6% | -$1.24M | 3.01% | 6 |
|
|
2025
Q4 | $19.4M | Buy |
174,256
+6,360
| +4% | +$683K | 2.95% | 7 |
|
|
2025
Q3 | $17.3M | Buy |
167,896
+24,858
| +17% | +$2.47M | 2.74% | 7 |
|
|
2025
Q2 | $14M | Sell |
143,038
-20,771
| -13% | -$1.98M | 2.49% | 7 |
|
|
2025
Q1 | $14.4M | Sell |
163,809
-3,979
| -2% | -$373K | 3.06% | 5 |
|
|
2024
Q4 | $15.2M | Buy |
167,788
+24,679
| +17% | +$2.14M | 2.98% | 5 |
|
|
2024
Q3 | $11.6M | Buy |
143,109
+17,007
| +13% | +$1.25M | 2.34% | 6 |
|
|
2024
Q2 | $8.54M | Buy |
126,102
+18,166
| +17% | +$1.14M | 1.84% | 14 |
|
|
2024
Q1 | $6.49M | Sell |
107,936
-7,390
| -6% | -$423K | 1.68% | 15 |
|
|
2023
Q4 | $6.06M | Buy |
115,326
+5,724
| +5% | +$303K | 1.61% | 17 |
|
|
2023
Q3 | $5.84M | Buy |
109,602
+33,975
| +45% | +$1.81M | 1.72% | 13 |
|
|
2023
Q2 | $3.96M | Buy |
75,627
+11,364
| +18% | +$573K | 1.05% | 27 |
|
|
2023
Q1 | $3.16M | Sell |
64,263
-45,513
| -41% | -$2.16M | 0.86% | 42 |
|
|
2022
Q4 | $5.19M | Buy |
109,776
+21,897
| +25% | +$1.04M | 1.49% | 11 |
|
|
2022
Q3 | $3.8M | Buy |
87,879
+3,333
| +4% | +$146K | 1.4% | 10 |
|
|
2022
Q2 | $3.43M | Buy |
84,546
+2,529
| +3% | +$117K | 1.2% | 11 |
|
|
2022
Q1 | $4.07M | Sell |
82,017
-4,644
| -5% | -$218K | 1.23% | 11 |
|
|
2021
Q4 | $4.18M | Buy |
86,661
+831
| +1% | +$39.7K | 1.21% | 16 |
|
|
2021
Q3 | $3.99M | Buy |
85,830
+22,194
| +35% | +$1.07M | 1.15% | 14 |
|
|
2021
Q2 | $2.99M | Sell |
63,636
-6,300
| -9% | -$293K | 1.12% | 29 |
|
|
2021
Q1 | $3.17M | Buy |
69,936
+16,386
| +31% | +$759K | 1.2% | 26 |
|
|
2020
Q4 | $2.57M | Buy |
53,550
+4,284
| +9% | +$208K | 1.09% | 35 |
|
|
2020
Q3 | $2.3M | Buy |
49,266
+8,244
| +20% | +$367K | 1.15% | 37 |
|
|
2020
Q2 | $1.64M | Buy |
41,022
+5,385
| +15% | +$222K | 0.94% | 44 |
|
|
2020
Q1 | $1.35M | Buy |
35,637
+4,497
| +14% | +$173K | 1.05% | 42 |
|
|
2019
Q4 | $1.23M | Buy |
31,140
+30,969
| +18,111% | +$1.23M | 0.82% | 50 |
|
|
2019
Q3 | $6.76K | Buy |
+171
| New | +$6.45K | 0.01% | 102 |
|
|
2016
Q4 | – | Sell |
-102,924
| Closed | -$2.47M | – | 295 |
|
|
2016
Q3 | $2.47M | Hold |
102,924
| – | – | 0.69% | 39 |
|
|
2016
Q2 | $2.51M | Sell |
102,924
-44,550
| -30% | -$1.03M | 0.71% | 40 |
|
|
2016
Q1 | $3.37M | Buy |
+147,474
| New | +$3.23M | 0.91% | 23 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 27 |
|
|
2015
Q3 | – | Sell |
-147,474
| Closed | -$3.38M | – | 20 |
|
|
2015
Q2 | $3.49M | Buy |
+147,474
| New | +$3.76M | 0.85% | 21 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 220 |
|
Other funds holding WMT
ATO
Laffer Tengler Investments's WMT Position: Q2 2026 in Review
Laffer Tengler Investments increased its Walmart Inc (WMT) stake by 2.1% in Q2 2026, buying an estimated $423K and bringing the position to 167,545 shares worth $19M. The position accounts for 2.43% of the portfolio, ranked #9.
Laffer Tengler Investments first reported a position in WMT in Q2 2015 and has held it in 32 quarters since. The position peaked at $20.4M in Q1 2026. 1,894 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Laffer Tengler Investments held 167,545 shares of Walmart Inc worth $19M as of Q2 2026.
- Laffer Tengler Investments bought 3,405 Walmart Inc shares in Q2 2026, an estimated $423K.
- Walmart Inc made up 2.43% of Laffer Tengler Investments's portfolio in Q2 2026, its #9 holding.
- Laffer Tengler Investments first reported a position in Walmart Inc in Q2 2015 and has held it in 32 quarters since.
- Laffer Tengler Investments's Walmart Inc position peaked at $20.4M in Q1 2026.
- 1,894 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.