LGT Financial Advisors’s Walmart Inc WMT Stock Holding History

LGT Financial 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	$106K	Buy	938 +3	+0.3%	+$372	0.56%	33
2026 Q1	$116K	Buy	935 +2	+0.2%	+$246	0.6%	28
2025 Q4	$104K	Hold	933	–	–	0.64%	33
2025 Q3	$96.1K	Sell	933 -19	-2%	-$1.89K	0.21%	87
2025 Q2	$93.1K	Buy	952 +26	+3%	+$2.48K	0.24%	77
2025 Q1	$81.3K	Buy	926 +3	+0.3%	+$281	0.25%	86
2024 Q4	$83.4K	Hold	923	–	–	0.18%	108
2024 Q3	$74.6K	Buy	923 +2	+0.2%	+$147	0.18%	88
2024 Q2	$62.4K	Buy	921 +6	+0.7%	+$378	0.13%	135
2024 Q1	$55.1K	Buy	915 +3	+0.3%	+$172	0.06%	223
2023 Q4	$47.9K	Sell	912 -39	-4%	-$2.06K	0.06%	218
2023 Q3	$50.7K	Sell	951 -17,184	-95%	-$914K	0.06%	216
2023 Q2	$950K	Buy	18,135 +10,494	+137%	+$529K	1.01%	27
2023 Q1	$376K	Buy	+7,641	New	+$363K	0.7%	33

Other funds holding WMT

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LGT Financial Advisors's WMT Position: Q2 2026 in Review

LGT Financial Advisors increased its Walmart Inc (WMT) stake by 0.32% in Q2 2026, buying an estimated $372 and bringing the position to 938 shares worth $106K. The position accounts for 0.56% of the portfolio, ranked #33.

LGT Financial Advisors first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $950K in Q2 2023. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

LGT Financial Advisors held 938 shares of Walmart Inc worth $106K as of Q2 2026.
LGT Financial Advisors bought 3 Walmart Inc shares in Q2 2026, an estimated $372.
Walmart Inc made up 0.56% of LGT Financial Advisors's portfolio in Q2 2026, its #33 holding.
LGT Financial Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
LGT Financial Advisors's Walmart Inc position peaked at $950K in Q2 2023.
1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.