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Lantz Financial’s Walmart Inc WMT Stock Holding History

Lantz Financial’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 		$1.18M Sell
10,431
-436
-4% -$54.1K 0.22% 112
2026
Q1 		$1.35M Buy
10,867
+384
+4% +$47.1K 0.28% 98
2025
Q4 		$1.17M Buy
10,483
+218
+2% +$23.4K 0.25% 103
2025
Q3 		$1.06M Buy
10,265
+200
+2% +$19.9K 0.23% 109
2025
Q2 		$984K Buy
10,065
+127
+1% +$12.1K 0.25% 100
2025
Q1 		$872K Buy
9,938
+93
+0.9% +$8.72K 0.24% 104
2024
Q4 		$890K Buy
9,845
+311
+3% +$27K 0.24% 100
2024
Q3 		$770K Buy
9,534
+179
+2% +$13.1K 0.21% 106
2024
Q2 		$633K Buy
9,355
+43
+0.5% +$2.71K 0.2% 108
2024
Q1 		$560K Buy
9,312
+411
+5% +$23.5K 0.18% 114
2023
Q4 		$468K Sell
8,901
-27
-0.3% -$1.43K 0.17% 122
2023
Q3 		$476K Buy
8,928
+54
+0.6% +$2.87K 0.19% 111
2023
Q2 		$465K Buy
8,874
+744
+9% +$37.5K 0.18% 115
2023
Q1 		$400K Hold
8,130
– – 0.17% 117
2022
Q4 		$384K Hold
8,130
– – 0.17% 122
2022
Q3 		$351K Hold
8,130
– – 0.18% 116
2022
Q2 		$329K Sell
8,130
-300
-4% -$13.8K 0.15% 124
2022
Q1 		$418K Sell
8,430
-375
-4% -$17.6K 0.17% 113
2021
Q4 		$425K Hold
8,805
– – 0.2% 103
2021
Q3 		$409K Hold
8,805
– – 0.21% 99
2021
Q2 		$414K Hold
8,805
– – 0.21% 95
2021
Q1 		$399K Hold
8,805
– – 0.23% 88
2020
Q4 		$423K Hold
8,805
– – 0.26% 78
2020
Q3 		$411K Hold
8,805
– – 0.28% 78
2020
Q2 		$352K Sell
8,805
-1,074
-11% -$44.2K 0.25% 83
2020
Q1 		$374K Sell
9,879
-600
-6% -$23.1K 0.29% 78
2019
Q4 		$415K Hold
10,479
– – 0.25% 88
2019
Q3 		$406K Sell
10,479
-414
-4% -$15.6K 0.27% 85
2019
Q2 		$405K Buy
10,893
+444
+4% +$15.3K 0.27% 88
2019
Q1 		$340K Buy
+10,449
New +$339K 0.25% 87

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lantz Financial's WMT Position: Q2 2026 in Review

Lantz Financial reduced its Walmart Inc (WMT) stake by 4% in Q2 2026, selling an estimated $54.1K and leaving 10,431 shares worth $1.18M. The position accounts for 0.22% of the portfolio, ranked #112.

Lantz Financial first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.35M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Lantz Financial held 10,431 shares of Walmart Inc worth $1.18M as of Q2 2026.
  • Lantz Financial sold 436 Walmart Inc shares in Q2 2026, an estimated $54.1K.
  • Walmart Inc made up 0.22% of Lantz Financial's portfolio in Q2 2026, its #112 holding.
  • Lantz Financial first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Walmart Inc position peaked at $1.35M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.