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	$87K	Hold	700	–	–	﹤0.01%	1876
2025 Q4	$78K	Hold	700	–	–	﹤0.01%	1865
2025 Q3	$72.1K	Buy	+700	New	+$69.7K	﹤0.01%	1778
2022 Q4	–	Sell	-9,600	Closed	-$415K	–	1090
2022 Q3	$415K	Hold	9,600	–	–	0.01%	611
2022 Q2	$389K	Buy	9,600 +3,900	+68%	+$180K	0.01%	625
2022 Q1	$282K	Hold	5,700	–	–	﹤0.01%	832
2021 Q4	$274K	Hold	5,700	–	–	﹤0.01%	843
2021 Q3	$264K	Buy	5,700 +900	+19%	+$43.4K	﹤0.01%	787
2021 Q2	$225K	Buy	+4,800	New	+$224K	﹤0.01%	824

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.