Lakeshore Financial Planning’s Walmart Inc WMT Stock Holding History

Lakeshore Financial Planning’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	$346K	Hold	3,051	–	–	0.11%	62
2026 Q1	$379K	Hold	3,051	–	–	0.14%	47
2025 Q4	$340K	Buy	3,051 +404	+15%	+$43.4K	0.12%	55
2025 Q3	$273K	Hold	2,647	–	–	0.1%	62
2025 Q2	$259K	Hold	2,647	–	–	0.1%	62
2025 Q1	$232K	Sell	2,647 -177	-6%	-$16.6K	0.1%	65
2024 Q4	$255K	Hold	2,824	–	–	0.11%	59
2024 Q3	$228K	Buy	+2,824	New	+$207K	0.1%	66

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lakeshore Financial Planning's WMT Position: Q2 2026 in Review

Lakeshore Financial Planning held its Walmart Inc (WMT) position steady in Q2 2026 at 3,051 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #62.

Lakeshore Financial Planning first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $379K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lakeshore Financial Planning held 3,051 shares of Walmart Inc worth $346K as of Q2 2026.
Lakeshore Financial Planning left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.11% of Lakeshore Financial Planning's portfolio in Q2 2026, its #62 holding.
Lakeshore Financial Planning first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Lakeshore Financial Planning's Walmart Inc position peaked at $379K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.