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	$3.15M	Buy	27,800 +8,800	+46%	+$1.09M	0.01%	641
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 $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.