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	$2.36M	Sell	19,000 -8,000	-30%	-$982K	0.01%	666
2025 Q4	$3.01M	Hold	27,000	–	–	0.01%	599
2025 Q3	$2.78M	Buy	27,000 +4,000	+17%	+$398K	0.01%	596
2025 Q2	$2.25M	Buy	23,000 +17,000	+283%	+$1.62M	0.01%	555
2025 Q1	$527K	Sell	6,000 -5,000	-45%	-$469K	﹤0.01%	1005
2024 Q4	$994K	Sell	11,000 -31,200	-74%	-$2.71M	﹤0.01%	767
2024 Q3	$3.41M	Hold	42,200	–	–	0.02%	363
2024 Q2	$2.86M	Buy	42,200 +21,200	+101%	+$1.34M	0.02%	381
2024 Q1	$1.26M	Sell	21,000 -6,900	-25%	-$395K	0.01%	564
2023 Q4	$1.47M	Hold	27,900	–	–	0.01%	496
2023 Q3	$1.49M	Hold	27,900	–	–	0.01%	445
2023 Q2	$1.46M	Hold	27,900	–	–	0.01%	434
2023 Q1	$1.37M	Hold	27,900	–	–	0.01%	413
2022 Q4	$1.32M	Hold	27,900	–	–	0.02%	354
2022 Q3	$1.21M	Buy	27,900 +2,400	+9%	+$105K	0.02%	332
2022 Q2	$1.03M	Hold	25,500	–	–	0.01%	345
2022 Q1	$1.26M	Hold	25,500	–	–	0.01%	350
2021 Q4	$1.23M	Hold	25,500	–	–	0.01%	375
2021 Q3	$1.18M	Hold	25,500	–	–	0.02%	364
2021 Q2	$1.2M	Hold	25,500	–	–	0.02%	343
2021 Q1	$1.15M	Buy	25,500 +20,700	+431%	+$959K	0.02%	305
2020 Q4	$230K	Buy	+4,800	New	+$233K	﹤0.01%	718

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.