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LGL Partners’s Walmart Inc WMT Stock Holding History

LGL 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
2025
Q1 		– Sell
-2,784
Closed -$252K – 129
2024
Q4 		$252K Buy
+2,784
New +$242K 0.04% 102
2024
Q3 		– Sell
-3,200
Closed -$217K – 124
2024
Q2 		$217K Sell
3,200
-619
-16% -$39K 0.03% 105
2024
Q1 		$230K Sell
3,819
-240
-6% -$13.7K 0.04% 93
2023
Q4 		$213K Sell
4,059
-852
-17% -$45.1K 0.03% 93
2023
Q3 		$262K Sell
4,911
-594
-11% -$31.6K 0.05% 86
2023
Q2 		$288K Buy
5,505
+6
+0.1% +$303 0.05% 87
2023
Q1 		$270K Buy
5,499
+3
+0.1% +$142 0.05% 81
2022
Q4 		$260K Sell
5,496
-360
-6% -$17.1K 0.05% 79
2022
Q3 		$253K Buy
5,856
+165
+3% +$7.23K 0.05% 105
2022
Q2 		$231K Buy
5,691
+1,590
+39% +$73.3K 0.04% 89
2022
Q1 		$204K Buy
+4,101
New +$193K 0.03% 93
2020
Q4 		– Sell
-5,211
Closed -$243K – 101
2020
Q3 		$243K Hold
5,211
– – 0.15% 84
2020
Q2 		$208K Buy
+5,211
New +$214K 0.13% 88
2020
Q1 		– Sell
-8,724
Closed -$346K – 105
2019
Q4 		$346K Hold
8,724
– – 0.11% 68
2019
Q3 		$345K Hold
8,724
– – 0.14% 69
2019
Q2 		$321K Hold
8,724
– – 0.13% 81
2019
Q1 		$284K Buy
+8,724
New +$283K 0.11% 85
2016
Q3 		– Sell
-10,629
Closed -$261K – 103
2016
Q2 		$261K Buy
10,629
+21
+0.2% +$486 0.14% 83
2016
Q1 		$242K Buy
10,608
+12
+0.1% +$263 0.12% 87
2015
Q4 		$217K Buy
+10,596
New +$213K 0.12% 87

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGL Partners's WMT Position: Q1 2025 in Review

LGL Partners sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 2,784 shares — an estimated $252K sold.

LGL Partners first reported a position in WMT in Q4 2015 and held it in 20 quarters. The position peaked at $346K in Q4 2019. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • LGL Partners reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 2,784 Walmart Inc shares in Q1 2025, an estimated $252K.
  • LGL Partners first reported a position in Walmart Inc in Q4 2015 and held it in 20 quarters.
  • LGL Partners's Walmart Inc position peaked at $346K in Q4 2019.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.