LWA
WMT icon

LifeGoal Wealth Advisors’s Walmart Inc WMT Stock Holding History

LifeGoal Wealth 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
Q3 		$536K Buy
5,155
+742
+17% +$81.5K 0.16% 81
2026
Q2 		$500K Sell
4,413
-2,277
-34% -$283K 0.23% 65
2026
Q1 		$835K Buy
6,690
+834
+14% +$102K 0.48% 37
2025
Q4 		$652K Buy
5,856
+3,581
+157% +$384K 0.43% 40
2025
Q3 		$234K Buy
2,275
+58
+3% +$5.77K 0.19% 64
2025
Q2 		$217K Sell
2,217
-739
-25% -$70.4K 0.21% 60
2025
Q1 		$260K Buy
2,956
+1
+0% +$94 0.28% 50
2024
Q4 		$267K Buy
+2,955
New +$256K 0.29% 50

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

LifeGoal Wealth Advisors's WMT Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Walmart Inc (WMT) stake by 17% in Q3 2026, buying an estimated $81.5K and bringing the position to 5,155 shares worth $536K. The position accounts for 0.16% of the portfolio, ranked #81.

LifeGoal Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $835K in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • LifeGoal Wealth Advisors held 5,155 shares of Walmart Inc worth $536K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 742 Walmart Inc shares in Q3 2026, an estimated $81.5K.
  • Walmart Inc made up 0.16% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • LifeGoal Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • LifeGoal Wealth Advisors's Walmart Inc position peaked at $835K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.