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 Q2	–	Sell	-700	Closed	-$87K	–	2280
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lido Advisors's WMT Position: Q2 2026 in Review

Lido Advisors increased its Walmart Inc (WMT) stake by 9.6% in Q2 2026, buying an estimated $9.45M and bringing the position to 867,964 shares worth $98.3M. The position accounts for 0.27% of the portfolio, ranked #58.

Lido Advisors first reported a position in WMT in Q2 2016 and has held it in 40 quarters since. The position peaked at $101M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lido Advisors held 867,964 shares of Walmart Inc worth $98.3M as of Q2 2026.
Lido Advisors bought 76,149 Walmart Inc shares in Q2 2026, an estimated $9.45M.
Walmart Inc made up 0.27% of Lido Advisors's portfolio in Q2 2026, its #58 holding.
Lido Advisors first reported a position in Walmart Inc in Q2 2016 and has held it in 40 quarters since.
Lido Advisors's Walmart Inc position peaked at $101M in Q4 2025.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.