Lantern Wealth Advisors’s Walmart Inc WMT Stock Holding History

Lantern Wealth Advisors’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	$448K	Buy	3,959 +1	+0%	+$124	0.21%	113
2026 Q1	$492K	Buy	3,958 +651	+20%	+$79.9K	0.25%	104
2025 Q4	$369K	Buy	3,307 +370	+13%	+$39.7K	0.2%	112
2025 Q3	$303K	Sell	2,937 -1,235	-30%	-$123K	0.16%	119
2025 Q2	$408K	Buy	+4,172	New	+$397K	0.24%	92
2024 Q4	$367K	Buy	4,060 +542	+15%	+$47K	0.24%	88
2024 Q3	$284K	Buy	3,518 +3	+0.1%	+$220	0.2%	98
2024 Q2	$238K	Buy	3,515 +9	+0.3%	+$567	0.17%	110
2024 Q1	$211K	Sell	3,506 -1,795	-34%	-$103K	0.15%	121
2023 Q4	$279K	Buy	+5,301	New	+$280K	0.22%	91

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

Lantern Wealth Advisors's WMT Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Walmart Inc (WMT) stake by 0.03% in Q2 2026, buying an estimated $124 and bringing the position to 3,959 shares worth $448K. The position accounts for 0.21% of the portfolio, ranked #113.

Lantern Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $492K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lantern Wealth Advisors held 3,959 shares of Walmart Inc worth $448K as of Q2 2026.
Lantern Wealth Advisors bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.21% of Lantern Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Lantern Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Walmart Inc position peaked at $492K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.