Laurie J. Hall Trustee’s Walmart Inc WMT Stock Holding History

Laurie J. Hall Trustee’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	$1.19M	Sell	10,508 -160	-1%	-$19.9K	0.37%	57
2026 Q1	$1.33M	Sell	10,668 -40	-0.4%	-$4.91K	0.47%	57
2025 Q4	$1.19M	Sell	10,708 -1,380	-11%	-$148K	0.4%	58
2025 Q3	$1.25M	Sell	12,088 -30	-0.2%	-$2.99K	0.41%	60
2025 Q2	$1.18M	Buy	12,118 +365	+3%	+$34.8K	0.39%	59
2025 Q1	$1.03M	Sell	11,753 -192	-2%	-$18K	0.37%	61
2024 Q4	$1.08M	Sell	11,945 -1,000	-8%	-$86.8K	0.35%	62
2024 Q3	$1.05M	Buy	12,945 +6,000	+86%	+$441K	0.33%	65
2024 Q2	$470K	Sell	6,945 -600	-8%	-$37.8K	0.16%	77
2024 Q1	$454K	Sell	7,545 -525	-7%	-$30K	0.16%	78
2023 Q4	$424K	Sell	8,070 -375	-4%	-$19.8K	0.16%	79
2023 Q3	$450K	Buy	8,445 +105	+1%	+$5.59K	0.19%	73
2023 Q2	$437K	Sell	8,340 -825	-9%	-$41.6K	0.17%	75
2023 Q1	$450K	Hold	9,165	–	–	0.19%	73
2022 Q4	$433K	Hold	9,165	–	–	0.2%	75
2022 Q3	$396K	Hold	9,165	–	–	0.2%	76
2022 Q2	$371K	Sell	9,165 -525	-5%	-$24.2K	0.17%	82
2022 Q1	$481K	Hold	9,690	–	–	0.18%	76
2021 Q4	$467K	Sell	9,690 -1,200	-11%	-$57.3K	0.17%	80
2021 Q3	$506K	Hold	10,890	–	–	0.2%	76
2021 Q2	$512K	Hold	10,890	–	–	0.19%	76
2021 Q1	$493K	Hold	10,890	–	–	0.19%	79
2020 Q4	$523K	Hold	10,890	–	–	0.21%	74
2020 Q3	$508K	Buy	+10,890	New	+$484K	0.23%	72
2019 Q4	$491K	Buy	12,390 +390	+3%	+$15.5K	0.23%	70
2019 Q3	$475K	Hold	12,000	–	–	0.24%	71
2019 Q2	$442K	Sell	12,000 -6,000	-33%	-$207K	0.23%	71
2019 Q1	$585K	Hold	18,000	–	–	0.31%	63
2018 Q4	$582K	Hold	18,000	–	–	0.32%	64
2018 Q3	$563K	Hold	18,000	–	–	0.3%	66
2018 Q2	$514K	Buy	+18,000	New	+$512K	0.3%	65
2016 Q2	–	Sell	-2,325	Closed	-$51K	–	305
2016 Q1	$51K	Hold	2,325	–	–	0.03%	151
2015 Q4	$51K	Buy	+2,325	New	+$46.6K	0.04%	141

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Laurie J. Hall Trustee's WMT Position: Q2 2026 in Review

Laurie J. Hall Trustee reduced its Walmart Inc (WMT) stake by 1.5% in Q2 2026, selling an estimated $19.9K and leaving 10,508 shares worth $1.19M. The position accounts for 0.37% of the portfolio, ranked #57.

Laurie J. Hall Trustee first reported a position in WMT in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.33M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Laurie J. Hall Trustee held 10,508 shares of Walmart Inc worth $1.19M as of Q2 2026.
Laurie J. Hall Trustee sold 160 Walmart Inc shares in Q2 2026, an estimated $19.9K.
Walmart Inc made up 0.37% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #57 holding.
Laurie J. Hall Trustee first reported a position in Walmart Inc in Q4 2015 and has held it in 33 quarters since.
Laurie J. Hall Trustee's Walmart Inc position peaked at $1.33M in Q1 2026.
822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.