Lewis Asset Management’s Walmart Inc WMT Stock Holding History

Lewis Asset 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 Q2	$3.17M	Buy	27,967 +1,005	+4%	+$125K	1.11%	22
2026 Q1	$3.35M	Buy	26,962 +50	+0.2%	+$6.14K	1.37%	16
2025 Q4	$3M	Buy	26,912 +389	+1%	+$41.8K	1.22%	18
2025 Q3	$2.73M	Buy	26,523 +860	+3%	+$85.6K	1.12%	20
2025 Q2	$2.51M	Buy	25,663 +20,740	+421%	+$1.98M	1.18%	19
2025 Q1	$432K	Sell	4,923 -215	-4%	-$20.2K	0.36%	72
2024 Q4	$464K	Buy	5,138 +74	+1%	+$6.42K	0.35%	71
2024 Q3	$409K	Buy	5,064 +886	+21%	+$65.1K	0.3%	84
2024 Q2	$283K	Buy	4,178 +21	+0.5%	+$1.32K	0.22%	101
2024 Q1	$250K	Buy	4,157 +206	+5%	+$11.8K	0.21%	104
2023 Q4	$208K	Buy	+3,951	New	+$209K	0.19%	104

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lewis Asset Management's WMT Position: Q2 2026 in Review

Lewis Asset Management increased its Walmart Inc (WMT) stake by 3.7% in Q2 2026, buying an estimated $125K and bringing the position to 27,967 shares worth $3.17M. The position accounts for 1.11% of the portfolio, ranked #22.

Lewis Asset Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.35M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lewis Asset Management held 27,967 shares of Walmart Inc worth $3.17M as of Q2 2026.
Lewis Asset Management bought 1,005 Walmart Inc shares in Q2 2026, an estimated $125K.
Walmart Inc made up 1.11% of Lewis Asset Management's portfolio in Q2 2026, its #22 holding.
Lewis Asset Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Lewis Asset Management's Walmart Inc position peaked at $3.35M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.