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LifeSteps Financial’s Walmart Inc WMT Stock Holding History

LifeSteps Financial’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 		$1.36M Buy
11,965
+798
+7% +$99.1K 0.63% 31
2026
Q1 		$1.39M Buy
11,167
+1,285
+13% +$158K 0.88% 24
2025
Q4 		$1.1M Buy
9,882
+79
+0.8% +$8.48K 0.7% 28
2025
Q3 		$1.01M Sell
9,803
-850
-8% -$84.6K 0.65% 29
2025
Q2 		$1.04M Buy
10,653
+1,632
+18% +$155K 0.72% 28
2025
Q1 		$792K Buy
9,021
+498
+6% +$46.7K 0.64% 30
2024
Q4 		$770K Buy
8,523
+385
+5% +$33.4K 0.59% 30
2024
Q3 		$657K Buy
8,138
+10
+0.1% +$734 0.51% 37
2024
Q2 		$550K Buy
8,128
+191
+2% +$12K 0.45% 42
2024
Q1 		$478K Buy
7,937
+101
+1% +$5.78K 0.36% 47
2023
Q4 		$412K Buy
+7,836
New +$415K 0.37% 51
2022
Q4 		– Sell
-5,661
Closed -$245K – 83
2022
Q3 		$245K Sell
5,661
-627
-10% -$27.5K 0.28% 63
2022
Q2 		$255K Buy
6,288
+600
+11% +$27.7K 0.27% 62
2022
Q1 		$282K Sell
5,688
-420
-7% -$19.7K 0.21% 68
2021
Q4 		$295K Sell
6,108
-300
-5% -$14.3K 0.21% 68
2021
Q3 		$298K Sell
6,408
-750
-10% -$36.1K 0.23% 64
2021
Q2 		$336K Sell
7,158
-513
-7% -$23.9K 0.26% 58
2021
Q1 		$347K Buy
7,671
+450
+6% +$20.8K 0.29% 54
2020
Q4 		$347K Buy
7,221
+1,110
+18% +$53.9K 0.32% 51
2020
Q3 		$285K Buy
+6,111
New +$272K 0.3% 58

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LifeSteps Financial's WMT Position: Q2 2026 in Review

LifeSteps Financial increased its Walmart Inc (WMT) stake by 7.1% in Q2 2026, buying an estimated $99.1K and bringing the position to 11,965 shares worth $1.36M. The position accounts for 0.63% of the portfolio, ranked #31.

LifeSteps Financial first reported a position in WMT in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.39M in Q1 2026. 1,981 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LifeSteps Financial held 11,965 shares of Walmart Inc worth $1.36M as of Q2 2026.
  • LifeSteps Financial bought 798 Walmart Inc shares in Q2 2026, an estimated $99.1K.
  • Walmart Inc made up 0.63% of LifeSteps Financial's portfolio in Q2 2026, its #31 holding.
  • LifeSteps Financial first reported a position in Walmart Inc in Q3 2020 and has held it in 20 quarters since.
  • LifeSteps Financial's Walmart Inc position peaked at $1.39M in Q1 2026.
  • 1,981 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.