LBMC Investment Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Sell |
9,385
-79
| -0.8% | -$9.7K | 0.07% | 98 |
|
|
2025
Q4 | $1.05M | Buy |
9,464
+230
| +2% | +$24.7K | 0.06% | 99 |
|
|
2025
Q3 | $952K | Hold |
9,234
| – | – | 0.06% | 105 |
|
|
2025
Q2 | $903K | Buy |
9,234
+1
| +0% | +$95 | 0.06% | 94 |
|
|
2025
Q1 | $811K | Hold |
9,233
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $834K | Buy |
9,233
+750
| +9% | +$65.1K | 0.07% | 87 |
|
|
2024
Q3 | $685K | Buy |
8,483
+171
| +2% | +$12.6K | 0.05% | 94 |
|
|
2024
Q2 | $563K | Buy |
8,312
+1
| +0% | +$63 | 0.05% | 100 |
|
|
2024
Q1 | $500K | Buy |
8,311
+1
| +0% | +$57 | 0.04% | 103 |
|
|
2023
Q4 | $437K | Sell |
8,310
-159
| -2% | -$8.41K | 0.04% | 103 |
|
|
2023
Q3 | $449K | Hold |
8,469
| – | – | 0.05% | 98 |
|
|
2023
Q2 | $444K | Sell |
8,469
-93
| -1% | -$4.69K | 0.04% | 104 |
|
|
2023
Q1 | $421K | Buy |
8,562
+93
| +1% | +$4.41K | 0.04% | 104 |
|
|
2022
Q4 | $400K | Hold |
8,469
| – | – | 0.04% | 106 |
|
|
2022
Q3 | $366K | Sell |
8,469
-138
| -2% | -$6.04K | 0.04% | 103 |
|
|
2022
Q2 | $349K | Buy |
8,607
+6
| +0.1% | +$277 | 0.04% | 102 |
|
|
2022
Q1 | $427K | Sell |
8,601
-360
| -4% | -$16.9K | 0.04% | 100 |
|
|
2021
Q4 | $432K | Buy |
8,961
+180
| +2% | +$8.59K | 0.04% | 106 |
|
|
2021
Q3 | $444 | Sell |
8,781
-777
| -8% | -$37.4K | 0.04% | 95 |
|
|
2021
Q2 | $449K | Buy |
9,558
+4,314
| +82% | +$201K | 0.04% | 94 |
|
|
2021
Q1 | $237K | Buy |
5,244
+483
| +10% | +$22.4K | 0.03% | 122 |
|
|
2020
Q4 | $229K | Buy |
4,761
+330
| +7% | +$16K | 0.03% | 117 |
|
|
2020
Q3 | $207K | Buy |
+4,431
| New | +$197K | 0.03% | 114 |
|
|
2017
Q2 | – | Sell |
-8,655
| Closed | -$208K | – | 79 |
|
|
2017
Q1 | $208K | Buy |
+8,655
| New | +$199K | 0.04% | 75 |
|
|
2016
Q4 | – | Sell |
-8,616
| Closed | -$207K | – | 75 |
|
|
2016
Q3 | $207K | Sell |
8,616
-2,256
| -21% | -$54.7K | 0.04% | 75 |
|
|
2016
Q2 | $265K | Buy |
10,872
+360
| +3% | +$8.33K | 0.05% | 62 |
|
|
2016
Q1 | $240K | Buy |
10,512
+45
| +0.4% | +$987 | 0.05% | 64 |
|
|
2015
Q4 | $214K | Hold |
10,467
| – | – | 0.05% | 61 |
|
|
2015
Q3 | $226K | Buy |
10,467
+252
| +2% | +$5.78K | 0.05% | 55 |
|
|
2015
Q2 | $242K | Buy |
10,215
+36
| +0.4% | +$918 | 0.05% | 53 |
|
|
2015
Q1 | $279K | Hold |
10,179
| – | – | 0.06% | 51 |
|
|
2014
Q4 | $291K | Buy |
10,179
+453
| +5% | +$12.2K | 0.07% | 51 |
|
|
2014
Q3 | $248K | Buy |
9,726
+174
| +2% | +$4.39K | 0.06% | 47 |
|
|
2014
Q2 | $239K | Sell |
9,552
-27
| -0.3% | -$694 | 0.06% | 43 |
|
|
2014
Q1 | $244K | Hold |
9,579
| – | – | 0.06% | 45 |
|
|
2013
Q4 | $251K | Hold |
9,579
| – | – | 0.07% | 44 |
|
|
2013
Q3 | $236K | Hold |
9,579
| – | – | 0.07% | 45 |
|
|
2013
Q2 | $238K | Buy |
+9,579
| New | +$245K | 0.08% | 43 |
|
Other funds holding WMT
VCM
VPM
LBMC Investment Advisors's WMT Position: Q1 2026 in Review
LBMC Investment Advisors reduced its Walmart Inc (WMT) stake by 0.83% in Q1 2026, selling an estimated $9.7K and leaving 9,385 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #98.
LBMC Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 38 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- LBMC Investment Advisors held 9,385 shares of Walmart Inc worth $1.17M as of Q1 2026.
- LBMC Investment Advisors sold 79 Walmart Inc shares in Q1 2026, an estimated $9.7K.
- Walmart Inc made up 0.07% of LBMC Investment Advisors's portfolio in Q1 2026, its #98 holding.
- LBMC Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 38 quarters since.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.