LaSalle St. Investment Advisors’s Walmart Inc WMT Stock Holding History

LaSalle St. Investment 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 Q1	$1.78M	Buy	14,301 +479	+3%	+$58.8K	0.25%	67
2025 Q4	$1.54M	Buy	13,822 +597	+5%	+$64.1K	0.25%	67
2025 Q3	$1.36M	Buy	13,225 +205	+2%	+$20.4K	0.24%	67
2025 Q2	$1.27M	Sell	13,020 -910	-7%	-$86.7K	0.35%	58
2025 Q1	$1.22M	Buy	13,930 +4,150	+42%	+$389K	0.29%	65
2024 Q4	$883K	Buy	9,780 +1,269	+15%	+$110K	0.27%	73
2024 Q3	$687K	Buy	8,511 +663	+8%	+$48.7K	0.27%	68
2024 Q2	$531K	Buy	7,848 +3,907	+99%	+$246K	0.27%	69
2024 Q1	$301K	Buy	+3,941	New	+$225K	0.17%	95
2023 Q4	–	Sell	-5,469	Closed	-$291K	–	140
2023 Q3	$291K	Buy	5,469 +231	+4%	+$12.3K	0.14%	89
2023 Q2	$274K	Sell	5,238 -465	-8%	-$23.5K	0.12%	92
2023 Q1	$280K	Buy	+5,703	New	+$271K	0.12%	96

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LaSalle St. Investment Advisors's WMT Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Walmart Inc (WMT) stake by 3.5% in Q1 2026, buying an estimated $58.8K and bringing the position to 14,301 shares worth $1.78M. The position accounts for 0.25% of the portfolio, ranked #67.

LaSalle St. Investment Advisors first reported a position in WMT in Q1 2023 and has held it in 12 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

LaSalle St. Investment Advisors held 14,301 shares of Walmart Inc worth $1.78M as of Q1 2026.
LaSalle St. Investment Advisors bought 479 Walmart Inc shares in Q1 2026, an estimated $58.8K.
Walmart Inc made up 0.25% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #67 holding.
LaSalle St. Investment Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 12 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.