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Liberty One Investment Management’s Walmart Inc WMT Stock Holding History

Liberty One Investment 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 		$5.74M Sell
50,659
-31
-0.1% -$3.85K 0.57% 55
2026
Q1 		$6.3M Buy
50,690
+10,949
+28% +$1.34M 0.65% 36
2025
Q4 		$4.43M Sell
39,741
-34,005
-46% -$3.65M 0.57% 43
2025
Q3 		$7.6M Buy
73,746
+17,727
+32% +$1.76M 0.43% 40
2025
Q2 		$5.48M Sell
56,019
-7,594
-12% -$724K 0.55% 41
2025
Q1 		$5.58M Sell
63,613
-365
-0.6% -$34.2K 0.57% 37
2024
Q4 		$5.78M Buy
63,978
+902
+1% +$78.3K 0.63% 33
2024
Q3 		$5.09M Buy
63,076
+2,119
+3% +$156K 0.52% 40
2024
Q2 		$4.13M Sell
60,957
-1,216
-2% -$76.6K 0.47% 44
2024
Q1 		$3.74M Buy
62,173
+3,397
+6% +$194K 0.42% 49
2023
Q4 		$3.09M Buy
58,776
+2,583
+5% +$137K 0.38% 51
2023
Q3 		$3M Buy
56,193
+2,163
+4% +$115K 0.43% 39
2023
Q2 		$2.83M Buy
54,030
+1,686
+3% +$85.1K 0.37% 40
2023
Q1 		$2.57M Buy
52,344
+4,938
+10% +$234K 0.35% 44
2022
Q4 		$2.24M Buy
47,406
+1,917
+4% +$91K 0.32% 59
2022
Q3 		$1.97M Buy
45,489
+10,767
+31% +$472K 0.32% 54
2022
Q2 		$1.63M Sell
34,722
-7,506
-18% -$346K 0.28% 62
2022
Q1 		$2.1M Buy
42,228
+3,354
+9% +$157K 0.32% 58
2021
Q4 		$1.88M Buy
38,874
+2,997
+8% +$143K 0.28% 66
2021
Q3 		$1.67M Buy
35,877
+1,155
+3% +$55.6K 0.28% 66
2021
Q2 		$1.63M Buy
34,722
+2,022
+6% +$94.2K 0.28% 62
2021
Q1 		$1.48M Buy
32,700
+1,194
+4% +$55.3K 0.26% 65
2020
Q4 		$1.51M Buy
31,506
+537
+2% +$26.1K 0.28% 52
2020
Q3 		$1.44M Sell
30,969
-468
-1% -$20.8K 0.3% 45
2020
Q2 		$1.25M Buy
31,437
+216
+0.7% +$8.88K 0.28% 49
2020
Q1 		$1.18M Sell
31,221
-156
-0.5% -$6K 0.3% 42
2019
Q4 		$1.24M Buy
+31,377
New +$1.25M 0.27% 54

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Liberty One Investment Management's WMT Position: Q2 2026 in Review

Liberty One Investment Management reduced its Walmart Inc (WMT) stake by 0.06% in Q2 2026, selling an estimated $3.85K and leaving 50,659 shares worth $5.74M. The position accounts for 0.57% of the portfolio, ranked #55.

Liberty One Investment Management first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.6M in Q3 2025. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Liberty One Investment Management held 50,659 shares of Walmart Inc worth $5.74M as of Q2 2026.
  • Liberty One Investment Management sold 31 Walmart Inc shares in Q2 2026, an estimated $3.85K.
  • Walmart Inc made up 0.57% of Liberty One Investment Management's portfolio in Q2 2026, its #55 holding.
  • Liberty One Investment Management first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Walmart Inc position peaked at $7.6M in Q3 2025.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.