Leonard Rickey Investment Advisors’s Walmart Inc WMT Stock Holding History

Leonard Rickey Investment Advisors’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	$365K	Buy	3,219 +51	+2%	+$6.33K	0.06%	88
2026 Q1	$394K	Sell	3,168 -86	-3%	-$10.6K	0.07%	77
2025 Q4	$363K	Sell	3,254 -5	-0.2%	-$537	0.07%	87
2025 Q3	$336K	Buy	3,259 +444	+16%	+$44.2K	0.06%	84
2025 Q2	$275K	Sell	2,815 -25	-0.9%	-$2.38K	0.06%	89
2025 Q1	$269K	Sell	2,840 -372	-12%	-$34.9K	0.06%	85
2024 Q4	$290K	Sell	3,212 -94	-3%	-$8.16K	0.07%	85
2024 Q3	$267K	Buy	3,306 +109	+3%	+$8.01K	0.06%	88
2024 Q2	$216K	Buy	+3,197	New	+$201K	0.05%	96

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leonard Rickey Investment Advisors's WMT Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $6.33K and bringing the position to 3,219 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #88.

Leonard Rickey Investment Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $394K in Q1 2026. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Leonard Rickey Investment Advisors held 3,219 shares of Walmart Inc worth $365K as of Q2 2026.
Leonard Rickey Investment Advisors bought 51 Walmart Inc shares in Q2 2026, an estimated $6.33K.
Walmart Inc made up 0.06% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #88 holding.
Leonard Rickey Investment Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Leonard Rickey Investment Advisors's Walmart Inc position peaked at $394K in Q1 2026.
2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.