LGF
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LGT Group Foundation’s Walmart Inc WMT Stock Holding History

LGT Group Foundation’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
Q1 		$17M Buy
136,411
+10,847
+9% +$1.33M 0.21% 76
2025
Q4 		$14.1M Buy
125,564
+10,287
+9% +$1.1M 0.15% 91
2025
Q3 		$11.8M Buy
115,277
+89
+0.1% +$8.86K 0.13% 95
2025
Q2 		$11.3M Buy
115,188
+52,168
+83% +$4.97M 0.14% 96
2025
Q1 		$5.53M Buy
63,020
+4,163
+7% +$391K 0.08% 127
2024
Q4 		$5.32M Buy
58,857
+1,296
+2% +$112K 0.08% 131
2024
Q3 		$4.63M Sell
57,561
-4,532
-7% -$333K 0.08% 140
2024
Q2 		$4.2M Buy
62,093
+630
+1% +$39.7K 0.07% 144
2024
Q1 		$3.7M Sell
61,463
-38,788
-39% -$2.22M 0.09% 146
2023
Q4 		$5.27M Sell
100,251
-20,694
-17% -$1.09M 0.12% 134
2023
Q3 		$6.45M Sell
120,945
-1,005
-0.8% -$53.5K 0.16% 122
2023
Q2 		$6.39M Sell
121,950
-127,848
-51% -$6.45M 0.15% 126
2023
Q1 		$12.3M Sell
249,798
-24,861
-9% -$1.18M 0.35% 74
2022
Q4 		$13M Buy
274,659
+10,560
+4% +$501K 0.41% 68
2022
Q3 		$11.4M Sell
264,099
-267,111
-50% -$11.7M 0.44% 57
2022
Q2 		$21.5M Buy
531,210
+42,744
+9% +$1.97M 0.66% 36
2022
Q1 		$24.6M Buy
488,466
+258,999
+113% +$12.2M 0.57% 41
2021
Q4 		$11.1M Buy
+229,467
New +$11M 0.29% 82

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Group Foundation's WMT Position: Q1 2026 in Review

LGT Group Foundation increased its Walmart Inc (WMT) stake by 8.6% in Q1 2026, buying an estimated $1.33M and bringing the position to 136,411 shares worth $17M. The position accounts for 0.21% of the portfolio, ranked #76.

LGT Group Foundation first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.6M in Q1 2022. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • LGT Group Foundation held 136,411 shares of Walmart Inc worth $17M as of Q1 2026.
  • LGT Group Foundation bought 10,847 Walmart Inc shares in Q1 2026, an estimated $1.33M.
  • Walmart Inc made up 0.21% of LGT Group Foundation's portfolio in Q1 2026, its #76 holding.
  • LGT Group Foundation first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's Walmart Inc position peaked at $24.6M in Q1 2022.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.