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Lifeworks Advisors’s Walmart Inc WMT Stock Holding History

Lifeworks 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
Q1 		$2.19M Sell
17,633
-5,894
-25% -$724K 0.28% 89
2025
Q4 		$2.62M Buy
23,527
+3,277
+16% +$352K 0.34% 81
2025
Q3 		$2.09M Buy
20,250
+1,700
+9% +$169K 0.28% 83
2025
Q2 		$1.81M Sell
18,550
-1,327
-7% -$126K 0.27% 89
2025
Q1 		$1.75M Buy
19,877
+65
+0.3% +$6.1K 0.29% 87
2024
Q4 		$1.79M Sell
19,812
-2,059
-9% -$179K 0.32% 84
2024
Q3 		$1.77M Sell
21,871
-2,072
-9% -$152K 0.35% 85
2024
Q2 		$1.62M Sell
23,943
-3,560
-13% -$224K 0.45% 66
2024
Q1 		$1.65M Sell
27,503
-2,257
-8% -$129K 0.46% 68
2023
Q4 		$1.56M Sell
29,760
-4,854
-14% -$257K 0.54% 61
2023
Q3 		$1.85M Buy
34,614
+4,314
+14% +$230K 0.72% 41
2023
Q2 		$1.59M Buy
30,300
+5,043
+20% +$254K 0.68% 46
2023
Q1 		$1.24M Sell
25,257
-1,908
-7% -$90.6K 0.59% 57
2022
Q4 		$1.28M Sell
27,165
-5,214
-16% -$248K 0.72% 48
2022
Q3 		$1.54M Buy
32,379
+4,554
+16% +$199K 0.87% 37
2022
Q2 		$1.13M Buy
27,825
+9,228
+50% +$426K 0.72% 41
2022
Q1 		$923K Sell
18,597
-12,978
-41% -$609K 0.61% 57
2021
Q4 		$1.52M Buy
+31,575
New +$1.51M 1.21% 23

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lifeworks Advisors's WMT Position: Q1 2026 in Review

Lifeworks Advisors reduced its Walmart Inc (WMT) stake by 25% in Q1 2026, selling an estimated $724K and leaving 17,633 shares worth $2.19M. The position accounts for 0.28% of the portfolio, ranked #89.

Lifeworks Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.62M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Lifeworks Advisors held 17,633 shares of Walmart Inc worth $2.19M as of Q1 2026.
  • Lifeworks Advisors sold 5,894 Walmart Inc shares in Q1 2026, an estimated $724K.
  • Walmart Inc made up 0.28% of Lifeworks Advisors's portfolio in Q1 2026, its #89 holding.
  • Lifeworks Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Walmart Inc position peaked at $2.62M in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.