LIM
WMT icon

Leavell Investment Management’s Walmart Inc WMT Stock Holding History

Leavell Investment 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 		$22.2M Sell
195,861
-65
-0% -$8.07K 0.81% 22
2026
Q1 		$24.4M Buy
195,926
+768
+0.4% +$94.3K 1% 19
2025
Q4 		$21.8M Sell
195,158
-3,760
-2% -$404K 0.91% 22
2025
Q3 		$20.5M Sell
198,918
-2,646
-1% -$263K 0.86% 22
2025
Q2 		$19.7M Buy
201,564
+6,607
+3% +$629K 0.88% 20
2025
Q1 		$17.2M Sell
194,957
-3,732
-2% -$350K 0.85% 23
2024
Q4 		$18M Buy
198,689
+3,467
+2% +$301K 0.88% 24
2024
Q3 		$15.8M Buy
195,222
+16,913
+9% +$1.24M 0.79% 28
2024
Q2 		$12.1M Buy
178,309
+9,542
+6% +$601K 0.67% 32
2024
Q1 		$10.2M Buy
168,767
+20,354
+14% +$1.16M 0.59% 42
2023
Q4 		$7.83M Buy
148,413
+3,882
+3% +$205K 0.5% 58
2023
Q3 		$7.71M Buy
144,531
+1,785
+1% +$95K 0.54% 51
2023
Q2 		$7.48M Buy
142,746
+300
+0.2% +$15.1K 0.51% 51
2023
Q1 		$7.03M Sell
142,446
-3,708
-3% -$176K 0.5% 53
2022
Q4 		$6.93M Sell
146,154
-3,285
-2% -$156K 0.52% 54
2022
Q3 		$6.46M Buy
149,439
+630
+0.4% +$27.6K 0.51% 54
2022
Q2 		$6.03M Buy
148,809
+1,719
+1% +$79.3K 0.46% 66
2022
Q1 		$7.33M Buy
147,090
+2,139
+1% +$100K 0.5% 62
2021
Q4 		$7.02M Sell
144,951
-10,911
-7% -$521K 0.47% 63
2021
Q3 		$7.24M Buy
155,862
+732
+0.5% +$35.3K 0.54% 55
2021
Q2 		$7.05M Hold
155,130
– – 0.57% 52
2021
Q1 		$7.05M Buy
155,130
+324
+0.2% +$15K 0.57% 52
2020
Q4 		$7.47M Buy
154,806
+1,374
+0.9% +$66.7K 0.65% 44
2020
Q3 		$7.16M Buy
153,432
+3,606
+2% +$160K 0.62% 49
2020
Q2 		$5.98M Buy
149,826
+6,771
+5% +$279K 0.58% 54
2020
Q1 		$5.44M Sell
143,055
-1,533
-1% -$59K 0.63% 48
2019
Q4 		$5.75M Buy
144,588
+4,020
+3% +$160K 0.54% 51
2019
Q3 		$5.56M Buy
140,568
+4,002
+3% +$151K 0.57% 47
2019
Q2 		$5.03M Buy
136,566
+1,200
+0.9% +$41.4K 0.53% 52
2019
Q1 		$4.42M Buy
135,366
+459
+0.3% +$14.9K 0.49% 57
2018
Q4 		$4.21M Buy
134,907
+8,607
+7% +$276K 0.53% 54
2018
Q3 		$3.95M Buy
126,300
+10,362
+9% +$317K 0.43% 70
2018
Q2 		$3.31M Buy
115,938
+48,885
+73% +$1.39M 0.38% 79
2018
Q1 		$2M Buy
67,053
+17,910
+36% +$576K 0.23% 121
2017
Q4 		$1.62M Buy
49,143
+14,700
+43% +$450K 0.19% 136
2017
Q3 		$897K Sell
34,443
-750
-2% -$19.7K 0.11% 181
2017
Q2 		$888K Buy
35,193
+600
+2% +$15.2K 0.11% 177
2017
Q1 		$831K Sell
34,593
-543
-2% -$12.5K 0.11% 172
2016
Q4 		$810K Sell
35,136
-1,047
-3% -$24.4K 0.11% 174
2016
Q3 		$870K Sell
36,183
-933
-3% -$22.6K 0.13% 169
2016
Q2 		$903K Buy
37,116
+894
+2% +$20.7K 0.13% 171
2016
Q1 		$827K Buy
36,222
+111
+0.3% +$2.43K 0.12% 174
2015
Q4 		$738K Sell
36,111
-885
-2% -$17.8K 0.11% 179
2015
Q3 		$800K Sell
36,996
-2,730
-7% -$62.6K 0.13% 165
2015
Q2 		$939K Hold
39,726
– – 0.15% 171
2015
Q1 		$1.09M Sell
39,726
-525
-1% -$14.9K 0.16% 156
2014
Q4 		$1.15M Sell
40,251
-165
-0.4% -$4.46K 0.18% 156
2014
Q3 		$1.03M Sell
40,416
-525
-1% -$13.3K 0.16% 161
2014
Q2 		$1.02M Hold
40,941
– – 0.16% 165
2014
Q1 		$1.04M Buy
40,941
+471
+1% +$11.8K 0.17% 156
2013
Q4 		$1.06M Buy
40,470
+1,500
+4% +$38.7K 0.18% 154
2013
Q3 		$961K Hold
38,970
– – 0.17% 151
2013
Q2 		$968K Buy
+38,970
New +$999K 0.18% 147

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Leavell Investment Management's WMT Position: Q2 2026 in Review

Leavell Investment Management reduced its Walmart Inc (WMT) stake by 0.03% in Q2 2026, selling an estimated $8.07K and leaving 195,861 shares worth $22.2M. The position accounts for 0.81% of the portfolio, ranked #22.

Leavell Investment Management first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.4M in Q1 2026. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Leavell Investment Management held 195,861 shares of Walmart Inc worth $22.2M as of Q2 2026.
  • Leavell Investment Management sold 65 Walmart Inc shares in Q2 2026, an estimated $8.07K.
  • Walmart Inc made up 0.81% of Leavell Investment Management's portfolio in Q2 2026, its #22 holding.
  • Leavell Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Walmart Inc position peaked at $24.4M in Q1 2026.
  • 1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.