Leo Wealth LLC
WMT icon

Leo Wealth LLC’s Walmart Inc WMT Stock Holding History

Leo Wealth LLC’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
Q3 		$1.07M Buy
+10,288
New +$1.13M 0.23% 95
2026
Q1 		$3.9M Sell
31,404
-1,510
-5% -$185K 0.28% 75
2025
Q4 		$3.67M Buy
32,914
+19,712
+149% +$2.12M 0.27% 68
2025
Q3 		$1.36M Sell
13,202
-11,123
-46% -$1.11M 0.18% 106
2025
Q2 		$2.38M Buy
24,325
+18,569
+323% +$1.77M 0.18% 99
2025
Q1 		$505K Sell
5,756
-16,699
-74% -$1.57M 0.07% 175
2024
Q4 		$2.03M Buy
22,455
+745
+3% +$64.6K 0.18% 102
2024
Q3 		$1.75M Sell
21,710
-5,416
-20% -$398K 0.16% 103
2024
Q2 		$1.83M Sell
27,126
-1,430
-5% -$90.1K 0.19% 97
2024
Q1 		$1.71M Buy
28,556
+3,981
+16% +$228K 0.18% 99
2023
Q4 		$1.63M Buy
+24,575
New +$1.3M 0.17% 95

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Leo Wealth LLC's WMT Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in Walmart Inc (WMT) in Q3 2026: 10,288 shares worth $1.07M. The stake represents 0.23% of the portfolio and ranks #95 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in WMT as recently as Q1 2026.

Leo Wealth LLC first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Leo Wealth LLC held 10,288 shares of Walmart Inc worth $1.07M as of Q3 2026.
  • Walmart Inc was a new Leo Wealth LLC position in Q3 2026.
  • Walmart Inc made up 0.23% of Leo Wealth LLC's portfolio in Q3 2026, its #95 holding.
  • Leo Wealth LLC first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Leo Wealth LLC's Walmart Inc position peaked at $3.9M in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.