Lido Advisors
WMT icon

Lido Advisors’s Walmart Inc WMT Stock Holding History

Lido 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
Q1 		$98.5M Sell
791,815
-161,403
-17% -$19.8M 0.3% 54
2025
Q4 		$101M Buy
953,218
+2,795
+0.3% +$300K 0.3% 51
2025
Q3 		$98M Buy
950,423
+235,961
+33% +$23.5M 0.31% 46
2025
Q2 		$69.9M Buy
714,462
+155,995
+28% +$14.9M 0.27% 56
2025
Q1 		$49.1M Buy
558,467
+184,424
+49% +$17.3M 0.22% 64
2024
Q4 		$33.9M Sell
374,043
-3,731
-1% -$324K 0.15% 84
2024
Q3 		$30.5M Buy
377,774
+29,072
+8% +$2.14M 0.15% 70
2024
Q2 		$23.6M Buy
348,702
+35,780
+11% +$2.25M 0.13% 83
2024
Q1 		$18.9M Sell
312,922
-1,856
-0.6% -$106K 0.11% 94
2023
Q4 		$16.6M Buy
314,778
+30,810
+11% +$1.63M 0.11% 94
2023
Q3 		$15.1M Buy
283,968
+13,746
+5% +$731K 0.12% 100
2023
Q2 		$14.2M Sell
270,222
-179,016
-40% -$9.03M 0.1% 111
2023
Q1 		$22.1M Buy
449,238
+40,911
+10% +$1.94M 0.21% 59
2022
Q4 		$19.3M Buy
408,327
+111,354
+37% +$5.29M 0.24% 53
2022
Q3 		$12.8M Buy
296,973
+24,069
+9% +$1.05M 0.16% 64
2022
Q2 		$11.1M Buy
272,904
+59,484
+28% +$2.74M 0.15% 73
2022
Q1 		$10.6M Buy
213,420
+8,208
+4% +$385K 0.12% 94
2021
Q4 		$9.9M Buy
205,212
+43,248
+27% +$2.06M 0.11% 97
2021
Q3 		$7.52M Sell
161,964
-46,548
-22% -$2.24M 0.11% 107
2021
Q2 		$9.8M Buy
208,512
+10,365
+5% +$483K 0.14% 89
2021
Q1 		$9.01M Sell
198,147
-42,291
-18% -$1.96M 0.16% 93
2020
Q4 		$11.6M Buy
240,438
+55,251
+30% +$2.68M 0.24% 51
2020
Q3 		$8.64M Buy
185,187
+25,236
+16% +$1.12M 0.22% 57
2020
Q2 		$6.39M Buy
159,951
+86,121
+117% +$3.54M 0.19% 68
2020
Q1 		$2.81M Buy
73,830
+27,456
+59% +$1.06M 0.12% 108
2019
Q4 		$1.84M Buy
46,374
+19,413
+72% +$771K 0.07% 157
2019
Q3 		$1.07M Buy
26,961
+1,452
+6% +$54.8K 0.05% 204
2019
Q2 		$939K Buy
25,509
+8,304
+48% +$286K 0.05% 202
2019
Q1 		$561K Buy
17,205
+2,382
+16% +$77.2K 0.04% 271
2018
Q4 		$462K Buy
14,823
+3,000
+25% +$96.2K 0.05% 238
2018
Q3 		$370K Sell
11,823
-2,493
-17% -$76.3K 0.04% 296
2018
Q2 		$408K Sell
14,316
-3,300
-19% -$93.8K 0.05% 249
2018
Q1 		$522K Buy
17,616
+8,280
+89% +$266K 0.07% 179
2017
Q4 		$307K Buy
9,336
+702
+8% +$21.5K 0.04% 225
2017
Q3 		$251K Buy
+8,634
New +$227K 0.04% 233
2017
Q2 		– Sell
-14,871
Closed -$377K – 286
2017
Q1 		$377K Sell
14,871
-16,494
-53% -$380K 0.1% 125
2016
Q4 		$723K Buy
31,365
+19,698
+169% +$460K 0.18% 57
2016
Q3 		$280K Sell
11,667
-846
-7% -$20.5K 0.09% 108
2016
Q2 		$305K Buy
+12,513
New +$290K 0.09% 108

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

Lido Advisors's WMT Position: Q1 2026 in Review

Lido Advisors reduced its Walmart Inc (WMT) stake by 17% in Q1 2026, selling an estimated $19.8M and leaving 791,815 shares worth $98.5M. The position accounts for 0.3% of the portfolio, ranked #54.

Lido Advisors first reported a position in WMT in Q2 2016 and has held it in 39 quarters since. The position peaked at $101M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Lido Advisors held 791,815 shares of Walmart Inc worth $98.5M as of Q1 2026.
  • Lido Advisors sold 161,403 Walmart Inc shares in Q1 2026, an estimated $19.8M.
  • Walmart Inc made up 0.3% of Lido Advisors's portfolio in Q1 2026, its #54 holding.
  • Lido Advisors first reported a position in Walmart Inc in Q2 2016 and has held it in 39 quarters since.
  • Lido Advisors's Walmart Inc position peaked at $101M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.