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LifeWealth Investments’s Walmart Inc WMT Stock Holding History

LifeWealth Investments’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 		$536K Buy
4,729
+410
+9% +$50.9K 0.14% 79
2026
Q1 		$537K Sell
4,319
-29
-0.7% -$3.56K 0.16% 80
2025
Q4 		$484K Buy
4,348
+1,931
+80% +$207K 0.15% 90
2025
Q3 		$249K Buy
2,417
+355
+17% +$35.3K 0.08% 123
2025
Q2 		$202K Buy
+2,062
New +$196K 0.07% 148

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LifeWealth Investments's WMT Position: Q2 2026 in Review

LifeWealth Investments increased its Walmart Inc (WMT) stake by 9.5% in Q2 2026, buying an estimated $50.9K and bringing the position to 4,729 shares worth $536K. The position accounts for 0.14% of the portfolio, ranked #79.

LifeWealth Investments first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $537K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LifeWealth Investments held 4,729 shares of Walmart Inc worth $536K as of Q2 2026.
  • LifeWealth Investments bought 410 Walmart Inc shares in Q2 2026, an estimated $50.9K.
  • Walmart Inc made up 0.14% of LifeWealth Investments's portfolio in Q2 2026, its #79 holding.
  • LifeWealth Investments first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • LifeWealth Investments's Walmart Inc position peaked at $537K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.