LFG Wealth Partners
WMT icon

LFG Wealth Partners’s Walmart Inc WMT Stock Holding History

LFG Wealth Partners’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 		$1.19M Buy
11,462
+961
+9% +$106K 0.5% 60
2026
Q2 		$1.19M Buy
10,501
+122
+1% +$15.1K 0.56% 56
2026
Q1 		$1.29M Buy
10,379
+4
+0% +$491 0.78% 51
2025
Q4 		$1.16M Buy
+10,375
New +$1.11M 0.74% 53

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LFG Wealth Partners's WMT Position: Q3 2026 in Review

LFG Wealth Partners increased its Walmart Inc (WMT) stake by 9.2% in Q3 2026, buying an estimated $106K and bringing the position to 11,462 shares worth $1.19M. The position accounts for 0.5% of the portfolio, ranked #60.

LFG Wealth Partners first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • LFG Wealth Partners held 11,462 shares of Walmart Inc worth $1.19M as of Q3 2026.
  • LFG Wealth Partners bought 961 Walmart Inc shares in Q3 2026, an estimated $106K.
  • Walmart Inc made up 0.5% of LFG Wealth Partners's portfolio in Q3 2026, its #60 holding.
  • LFG Wealth Partners first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • LFG Wealth Partners's Walmart Inc position peaked at $1.29M in Q1 2026.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.