Lifestyle Asset Management’s Walmart Inc WMT Stock Holding History

Lifestyle Asset Management’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	$436K	Sell	3,853 -446	-10%	-$55.4K	0.12%	86
2026 Q1	$534K	Buy	4,299 +20	+0.5%	+$2.46K	0.17%	74
2025 Q4	$477K	Buy	4,279 +142	+3%	+$15.2K	0.16%	85
2025 Q3	$426K	Buy	4,137 +553	+15%	+$55.1K	0.15%	89
2025 Q2	$350K	Buy	3,584 +636	+22%	+$60.6K	0.16%	90
2025 Q1	$259K	Buy	+2,948	New	+$277K	0.14%	89
2023 Q2	–	Sell	-4,878	Closed	-$240K	–	100
2023 Q1	$240K	Buy	4,878 +504	+12%	+$23.9K	0.16%	56
2022 Q4	$207K	Buy	+4,374	New	+$208K	0.17%	67

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lifestyle Asset Management's WMT Position: Q2 2026 in Review

Lifestyle Asset Management reduced its Walmart Inc (WMT) stake by 10% in Q2 2026, selling an estimated $55.4K and leaving 3,853 shares worth $436K. The position accounts for 0.12% of the portfolio, ranked #86.

Lifestyle Asset Management first reported a position in WMT in Q4 2022 and has held it in 8 quarters since. The position peaked at $534K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lifestyle Asset Management held 3,853 shares of Walmart Inc worth $436K as of Q2 2026.
Lifestyle Asset Management sold 446 Walmart Inc shares in Q2 2026, an estimated $55.4K.
Walmart Inc made up 0.12% of Lifestyle Asset Management's portfolio in Q2 2026, its #86 holding.
Lifestyle Asset Management first reported a position in Walmart Inc in Q4 2022 and has held it in 8 quarters since.
Lifestyle Asset Management's Walmart Inc position peaked at $534K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.