Lauterbach Financial Advisors’s Walmart Inc WMT Stock Holding History

Lauterbach Financial 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	$640K	Buy	5,650 +1	+0%	+$124	0.28%	48
2026 Q1	$702K	Hold	5,649	–	–	0.34%	37
2025 Q4	$629K	Buy	5,649 +69	+1%	+$7.41K	0.31%	38
2025 Q3	$575K	Sell	5,580 -307	-5%	-$30.6K	0.29%	44
2025 Q2	$576K	Buy	5,887 +2	+0%	+$191	0.32%	42
2025 Q1	$517K	Buy	5,885 +106	+2%	+$9.94K	0.32%	44
2024 Q4	$522K	Hold	5,779	–	–	0.32%	39
2024 Q3	$467K	Buy	5,779 +1	+0%	+$73	0.28%	42
2024 Q2	$396K	Buy	5,778 +2	+0%	+$126	0.26%	41
2024 Q1	$348K	Buy	5,776 +1	+0%	+$57	0.23%	42
2023 Q4	$303K	Hold	5,775	–	–	0.21%	44
2023 Q3	$308K	Hold	5,775	–	–	0.24%	39
2023 Q2	$302K	Hold	5,775	–	–	0.23%	41
2023 Q1	$284K	Hold	5,775	–	–	0.23%	44
2022 Q4	$273K	Hold	5,775	–	–	0.24%	43
2022 Q3	$250K	Hold	5,775	–	–	0.25%	41
2022 Q2	$234K	Hold	5,775	–	–	0.22%	43
2022 Q1	$287K	Hold	5,775	–	–	0.26%	36
2021 Q4	$278K	Buy	+5,775	New	+$276K	0.25%	37

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

Lauterbach Financial Advisors's WMT Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Walmart Inc (WMT) stake by 0.02% in Q2 2026, buying an estimated $124 and bringing the position to 5,650 shares worth $640K. The position accounts for 0.28% of the portfolio, ranked #48.

Lauterbach Financial Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $702K in Q1 2026. 2,161 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lauterbach Financial Advisors held 5,650 shares of Walmart Inc worth $640K as of Q2 2026.
Lauterbach Financial Advisors bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.28% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #48 holding.
Lauterbach Financial Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
Lauterbach Financial Advisors's Walmart Inc position peaked at $702K in Q1 2026.
2,161 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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