Lantz Financial
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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
Q3 		$1.13M Buy
10,883
+452
+4% +$49.6K 0.21% 113
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lantz Financial's WMT Position: Q3 2026 in Review

Lantz Financial increased its Walmart Inc (WMT) stake by 4.3% in Q3 2026, buying an estimated $49.6K and bringing the position to 10,883 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #113.

Lantz Financial first reported a position in WMT in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.35M in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Lantz Financial held 10,883 shares of Walmart Inc worth $1.13M as of Q3 2026.
  • Lantz Financial bought 452 Walmart Inc shares in Q3 2026, an estimated $49.6K.
  • Walmart Inc made up 0.21% of Lantz Financial's portfolio in Q3 2026, its #113 holding.
  • Lantz Financial first reported a position in Walmart Inc in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Walmart Inc position peaked at $1.35M in Q1 2026.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.