Lee Financial’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 | $1.81M | Sell |
14,543
-54
| -0.4% | -$6.63K | 0.26% | 43 |
|
|
2025
Q4 | $1.63M | Sell |
14,597
-1,320
| -8% | -$142K | 0.22% | 49 |
|
|
2025
Q3 | $1.64M | Buy |
15,917
+1,138
| +8% | +$113K | 0.21% | 54 |
|
|
2025
Q2 | $1.45M | Buy |
14,779
+838
| +6% | +$79.8K | 0.21% | 59 |
|
|
2025
Q1 | $1.23M | Sell |
13,941
-157
| -1% | -$14.7K | 0.19% | 57 |
|
|
2024
Q4 | $1.28M | Buy |
14,098
+10
| +0.1% | +$868 | 0.18% | 60 |
|
|
2024
Q3 | $1.14M | Buy |
14,088
+907
| +7% | +$66.6K | 0.16% | 71 |
|
|
2024
Q2 | $892K | Buy |
13,181
+424
| +3% | +$26.7K | 0.15% | 76 |
|
|
2024
Q1 | $770K | Buy |
12,757
+529
| +4% | +$30.3K | 0.13% | 82 |
|
|
2023
Q4 | $644K | Buy |
12,228
+246
| +2% | +$13K | 0.11% | 84 |
|
|
2023
Q3 | $639K | Buy |
11,982
+99
| +0.8% | +$5.27K | 0.12% | 78 |
|
|
2023
Q2 | $623K | Sell |
11,883
-1,908
| -14% | -$96.3K | 0.11% | 79 |
|
|
2023
Q1 | $680K | Sell |
13,791
-297
| -2% | -$14.1K | 0.12% | 72 |
|
|
2022
Q4 | $666K | Hold |
14,088
| – | – | 0.11% | 83 |
|
|
2022
Q3 | $609K | Buy |
14,088
+66
| +0.5% | +$2.89K | 0.11% | 85 |
|
|
2022
Q2 | $568K | Sell |
14,022
-18
| -0.1% | -$830 | 0.1% | 87 |
|
|
2022
Q1 | $697K | Buy |
14,040
+1,119
| +9% | +$52.5K | 0.12% | 81 |
|
|
2021
Q4 | $623K | Buy |
12,921
+30
| +0.2% | +$1.43K | 0.12% | 88 |
|
|
2021
Q3 | $599K | Buy |
12,891
+15
| +0.1% | +$723 | 0.12% | 85 |
|
|
2021
Q2 | $605K | Sell |
12,876
-27
| -0.2% | -$1.26K | 0.13% | 85 |
|
|
2021
Q1 | $584K | Buy |
12,903
+2,586
| +25% | +$120K | 0.14% | 80 |
|
|
2020
Q4 | $496K | Sell |
10,317
-6
| -0.1% | -$291 | 0.13% | 83 |
|
|
2020
Q3 | $481K | Buy |
10,323
+171
| +2% | +$7.6K | 0.13% | 82 |
|
|
2020
Q2 | $405K | Sell |
10,152
-747
| -7% | -$30.7K | 0.11% | 88 |
|
|
2020
Q1 | $413K | Buy |
10,899
+1,800
| +20% | +$69.2K | 0.14% | 75 |
|
|
2019
Q4 | $360K | Hold |
9,099
| – | – | 0.08% | 97 |
|
|
2019
Q3 | $360K | Sell |
9,099
-399
| -4% | -$15.1K | 0.08% | 98 |
|
|
2019
Q2 | $350K | Buy |
9,498
+762
| +9% | +$26.3K | 0.08% | 98 |
|
|
2019
Q1 | $284K | Buy |
8,736
+2,493
| +40% | +$80.8K | 0.07% | 106 |
|
|
2018
Q4 | $194K | Hold |
6,243
| – | – | 0.05% | 119 |
|
|
2018
Q3 | $195K | Sell |
6,243
-3,693
| -37% | -$113K | 0.05% | 128 |
|
|
2018
Q2 | $284K | Sell |
9,936
-4,185
| -30% | -$119K | 0.07% | 129 |
|
|
2018
Q1 | $418K | Buy |
14,121
+8,913
| +171% | +$287K | 0.11% | 93 |
|
|
2017
Q4 | $171K | Buy |
5,208
+264
| +5% | +$8.08K | 0.05% | 122 |
|
|
2017
Q3 | $129K | Sell |
4,944
-1,371
| -22% | -$36K | 0.04% | 130 |
|
|
2017
Q2 | $159K | Buy |
6,315
+171
| +3% | +$4.34K | 0.06% | 121 |
|
|
2017
Q1 | $148K | Hold |
6,144
| – | – | 0.06% | 119 |
|
|
2016
Q4 | $142K | Buy |
+6,144
| New | +$143K | 0.08% | 119 |
|
Other funds holding WMT
VCM
VPM
Lee Financial's WMT Position: Q1 2026 in Review
Lee Financial reduced its Walmart Inc (WMT) stake by 0.37% in Q1 2026, selling an estimated $6.63K and leaving 14,543 shares worth $1.81M. The position accounts for 0.26% of the portfolio, ranked #43.
Lee Financial first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Lee Financial held 14,543 shares of Walmart Inc worth $1.81M as of Q1 2026.
- Lee Financial sold 54 Walmart Inc shares in Q1 2026, an estimated $6.63K.
- Walmart Inc made up 0.26% of Lee Financial's portfolio in Q1 2026, its #43 holding.
- Lee Financial first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.