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Lake Street Private Wealth’s Walmart Inc WMT Stock Holding History

Lake Street Private Wealth’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 		$1.84M Sell
16,272
-315
-2% -$39.1K 0.21% 90
2026
Q1 		$2.06M Sell
16,587
-573
-3% -$70.3K 0.26% 77
2025
Q4 		$1.91M Buy
17,160
+1,526
+10% +$164K 0.23% 83
2025
Q3 		$1.61M Buy
15,634
+826
+6% +$82.2K 0.21% 89
2025
Q2 		$1.45M Buy
14,808
+461
+3% +$43.9K 0.21% 90
2025
Q1 		$1.26M Buy
14,347
+1,926
+16% +$181K 0.21% 93
2024
Q4 		$1.12M Buy
12,421
+1,628
+15% +$141K 0.18% 98
2024
Q3 		$872K Sell
10,793
-14,868
-58% -$1.09M 0.14% 118
2024
Q2 		$1.74M Sell
25,661
-1,494
-6% -$94.1K 0.23% 101
2024
Q1 		$1.63M Buy
27,155
+1,433
+6% +$82K 0.23% 112
2023
Q4 		$1.35M Sell
25,722
-6,504
-20% -$344K 0.21% 111
2023
Q3 		$1.75M Buy
32,226
+1,794
+6% +$95.5K 0.31% 90
2023
Q2 		$1.59M Buy
30,432
+189
+0.6% +$9.54K 0.28% 101
2023
Q1 		$1.49M Buy
30,243
+3,930
+15% +$187K 0.28% 102
2022
Q4 		$1.24M Buy
26,313
+9,873
+60% +$469K 0.26% 110
2022
Q3 		$711K Buy
16,440
+4,062
+33% +$178K 0.16% 136
2022
Q2 		$502K Sell
12,378
-3,834
-24% -$177K 0.11% 168
2022
Q1 		$805K Sell
16,212
-1,290
-7% -$60.6K 0.14% 141
2021
Q4 		$844K Buy
17,502
+4,923
+39% +$235K 0.15% 147
2021
Q3 		$584K Buy
12,579
+147
+1% +$7.08K 0.14% 133
2021
Q2 		$577K Sell
12,432
-1,107
-8% -$51.6K 0.15% 133
2021
Q1 		$613K Sell
13,539
-933
-6% -$43.2K 0.17% 125
2020
Q4 		$695K Buy
14,472
+540
+4% +$26.2K 0.2% 108
2020
Q3 		$650K Sell
13,932
-114
-0.8% -$5.07K 0.22% 102
2020
Q2 		$560K Buy
14,046
+4,122
+42% +$170K 0.21% 99
2020
Q1 		$376K Sell
9,924
-858
-8% -$33K 0.17% 107
2019
Q4 		$427K Buy
10,782
+1,926
+22% +$76.5K 0.16% 119
2019
Q3 		$350K Buy
8,856
+759
+9% +$28.6K 0.16% 118
2019
Q2 		$298K Buy
+8,097
New +$279K 0.18% 99

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

Lake Street Private Wealth's WMT Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Walmart Inc (WMT) stake by 1.9% in Q2 2026, selling an estimated $39.1K and leaving 16,272 shares worth $1.84M. The position accounts for 0.21% of the portfolio, ranked #90.

Lake Street Private Wealth first reported a position in WMT in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.06M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Lake Street Private Wealth held 16,272 shares of Walmart Inc worth $1.84M as of Q2 2026.
  • Lake Street Private Wealth sold 315 Walmart Inc shares in Q2 2026, an estimated $39.1K.
  • Walmart Inc made up 0.21% of Lake Street Private Wealth's portfolio in Q2 2026, its #90 holding.
  • Lake Street Private Wealth first reported a position in Walmart Inc in Q2 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's Walmart Inc position peaked at $2.06M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.