LeClair Wealth Partners’s Walmart Inc WMT Stock Holding History

LeClair Wealth Partners’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	$640K	Buy	+5,654	New	+$702K	0.33%	58
2026 Q1	–	Sell	-5,565	Closed	-$620K	–	195
2025 Q4	$620K	Buy	5,565 +66	+1%	+$7.09K	0.36%	50
2025 Q3	$567K	Buy	5,499 +1,177	+27%	+$117K	0.35%	44
2025 Q2	$423K	Buy	4,322 +23	+0.5%	+$2.19K	0.29%	60
2025 Q1	$377K	Hold	4,299	–	–	0.27%	66
2024 Q4	$388K	Buy	+4,299	New	+$373K	0.26%	67

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LeClair Wealth Partners's WMT Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Walmart Inc (WMT) in Q2 2026: 5,654 shares worth $640K. The stake represents 0.33% of the portfolio and ranks #58 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in WMT as recently as Q4 2025.

LeClair Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

LeClair Wealth Partners held 5,654 shares of Walmart Inc worth $640K as of Q2 2026.
Walmart Inc was a new LeClair Wealth Partners position in Q2 2026.
Walmart Inc made up 0.33% of LeClair Wealth Partners's portfolio in Q2 2026, its #58 holding.
LeClair Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.