Lazari Capital Management’s Walmart Inc WMT Stock Holding History

Lazari Capital Management’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	$1.53M	Sell	13,510 -19	-0.1%	-$2.36K	0.47%	40
2026 Q1	$1.68M	Buy	13,529 +490	+4%	+$60.2K	0.58%	33
2025 Q4	$1.45M	Sell	13,039 -106	-0.8%	-$11.4K	0.49%	35
2025 Q3	$1.35M	Buy	13,145 +189	+1%	+$18.8K	0.46%	40
2025 Q2	$1.27M	Sell	12,956 -33	-0.3%	-$3.14K	0.48%	38
2025 Q1	$1.14M	Buy	12,989 +1,553	+14%	+$146K	0.47%	38
2024 Q4	$1.03M	Buy	11,436 +316	+3%	+$27.4K	0.41%	37
2024 Q3	$898K	Buy	11,120 +123	+1%	+$9.03K	0.38%	48
2024 Q2	$745K	Buy	10,997 +947	+9%	+$59.6K	0.34%	53
2024 Q1	$605K	Hold	10,050	–	–	0.33%	53
2023 Q4	$528K	Sell	10,050 -195	-2%	-$10.3K	0.3%	59
2023 Q3	$546K	Buy	10,245 +198	+2%	+$10.5K	0.33%	51
2023 Q2	$526K	Buy	+10,047	New	+$507K	0.3%	53

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

Lazari Capital Management's WMT Position: Q2 2026 in Review

Lazari Capital Management reduced its Walmart Inc (WMT) stake by 0.14% in Q2 2026, selling an estimated $2.36K and leaving 13,510 shares worth $1.53M. The position accounts for 0.47% of the portfolio, ranked #40.

Lazari Capital Management first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.68M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lazari Capital Management held 13,510 shares of Walmart Inc worth $1.53M as of Q2 2026.
Lazari Capital Management sold 19 Walmart Inc shares in Q2 2026, an estimated $2.36K.
Walmart Inc made up 0.47% of Lazari Capital Management's portfolio in Q2 2026, its #40 holding.
Lazari Capital Management first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Walmart Inc position peaked at $1.68M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.