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Lawood & Co’s Walmart Inc WMT Stock Holding History

Lawood & Co’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
Q3 		$611K Sell
5,882
-15
-0.3% -$1.65K 0.42% 49
2026
Q2 		$668K Sell
5,897
-135
-2% -$16.8K 0.45% 46
2026
Q1 		$750K Sell
6,032
-25
-0.4% -$3.07K 0.7% 43
2025
Q4 		$675K Buy
+6,057
New +$650K 0.64% 44

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Lawood & Co's WMT Position: Q3 2026 in Review

Lawood & Co reduced its Walmart Inc (WMT) stake by 0.25% in Q3 2026, selling an estimated $1.65K and leaving 5,882 shares worth $611K. The position accounts for 0.42% of the portfolio, ranked #49.

Lawood & Co first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $750K in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Lawood & Co held 5,882 shares of Walmart Inc worth $611K as of Q3 2026.
  • Lawood & Co sold 15 Walmart Inc shares in Q3 2026, an estimated $1.65K.
  • Walmart Inc made up 0.42% of Lawood & Co's portfolio in Q3 2026, its #49 holding.
  • Lawood & Co first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Walmart Inc position peaked at $750K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.