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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lavaca Capital's WMT Position: Q1 2026 in Review

Lavaca Capital increased its Walmart Inc (WMT) stake by 11% in Q1 2026, buying an estimated $241K and bringing the position to 19,936 shares worth $2.48M. The position accounts for 0.44% of the portfolio, ranked #25.

Lavaca Capital first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.65M in Q2 2022. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Lavaca Capital held 19,936 shares of Walmart Inc worth $2.48M as of Q1 2026.
  • Lavaca Capital bought 1,961 Walmart Inc shares in Q1 2026, an estimated $241K.
  • Walmart Inc made up 0.44% of Lavaca Capital's portfolio in Q1 2026, its #25 holding.
  • Lavaca Capital first reported a position in Walmart Inc in Q4 2018 and has held it in 30 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 Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.