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Lavaca Capital’s Walmart Inc WMT Stock Holding History

Lavaca Capital’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
2022
Q3 		– Sell
-17,400
Closed -$705K – 170
2022
Q2 		$705K Sell
17,400
-6,600
-28% -$304K 0.1% 116
2022
Q1 		$1.19M Sell
24,000
-300
-1% -$14.1K 0.13% 91
2021
Q4 		$1.17M Sell
24,300
-1,500
-6% -$71.6K 0.15% 84
2021
Q3 		$1.2M Buy
25,800
+900
+4% +$43.4K 0.12% 63
2021
Q2 		$1.17M Buy
+24,900
New +$1.16M 0.12% 70

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lavaca Capital's WMT Position: Q2 2026 in Review

Lavaca Capital increased its Walmart Inc (WMT) stake by 8% in Q2 2026, buying an estimated $197K and bringing the position to 21,525 shares worth $2.44M. The position accounts for 0.24% of the portfolio, ranked #27.

Lavaca Capital first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.65M in Q2 2022. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Lavaca Capital held 21,525 shares of Walmart Inc worth $2.44M as of Q2 2026.
  • Lavaca Capital bought 1,589 Walmart Inc shares in Q2 2026, an estimated $197K.
  • Walmart Inc made up 0.24% of Lavaca Capital's portfolio in Q2 2026, its #27 holding.
  • Lavaca Capital first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Lavaca Capital's Walmart Inc position peaked at $2.65M in Q2 2022.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.