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Lee Johnson Capital Management’s Walmart Inc WMT Stock Holding History

Lee Johnson 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
Q1 		$1.15M Buy
9,249
+2,498
+37% +$307K 0.41% 38
2025
Q4 		$752K Sell
6,751
-702
-9% -$75.4K 0.26% 60
2025
Q3 		$768K Sell
7,453
-39,760
-84% -$3.96M 0.26% 70
2025
Q2 		$4.62M Sell
47,213
-2,085
-4% -$199K 1.59% 22
2025
Q1 		$4.33M Sell
49,298
-3,503
-7% -$329K 2.29% 10
2024
Q4 		$4.77M Buy
+52,801
New +$4.58M 2.52% 13

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Johnson Capital Management's WMT Position: Q1 2026 in Review

Lee Johnson Capital Management increased its Walmart Inc (WMT) stake by 37% in Q1 2026, buying an estimated $307K and bringing the position to 9,249 shares worth $1.15M. The position accounts for 0.41% of the portfolio, ranked #38.

Lee Johnson Capital Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.77M in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Lee Johnson Capital Management held 9,249 shares of Walmart Inc worth $1.15M as of Q1 2026.
  • Lee Johnson Capital Management bought 2,498 Walmart Inc shares in Q1 2026, an estimated $307K.
  • Walmart Inc made up 0.41% of Lee Johnson Capital Management's portfolio in Q1 2026, its #38 holding.
  • Lee Johnson Capital Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Lee Johnson Capital Management's Walmart Inc position peaked at $4.77M in Q4 2024.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.