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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
Q2 		$2.16M Buy
19,059
+1,426
+8% +$177K 0.23% 96
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 $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 $3.37T AUM 44.26% 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

Lifeworks Advisors's WMT Position: Q2 2026 in Review

Lifeworks Advisors increased its Walmart Inc (WMT) stake by 8.1% in Q2 2026, buying an estimated $177K and bringing the position to 19,059 shares worth $2.16M. The position accounts for 0.23% of the portfolio, ranked #96.

Lifeworks Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q4 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Lifeworks Advisors held 19,059 shares of Walmart Inc worth $2.16M as of Q2 2026.
  • Lifeworks Advisors bought 1,426 Walmart Inc shares in Q2 2026, an estimated $177K.
  • Walmart Inc made up 0.23% of Lifeworks Advisors's portfolio in Q2 2026, its #96 holding.
  • Lifeworks Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's Walmart Inc position peaked at $2.62M in Q4 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.