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Lighthouse Wealth Management’s Walmart Inc WMT Stock Holding History

Lighthouse Wealth 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
Q3 		$758K Hold
7,292
– – 0.46% 29
2026
Q2 		$826K Sell
7,292
-45
-0.6% -$5.59K 0.51% 29
2026
Q1 		$912K Buy
7,337
+4,805
+190% +$590K 0.62% 26
2025
Q4 		$282K Sell
2,532
-2
-0.1% -$215 0.19% 40
2025
Q3 		$261K Buy
2,534
+70
+3% +$6.97K 0.21% 41
2025
Q2 		$241K Hold
2,464
– – 0.21% 41
2025
Q1 		$216K Hold
2,464
– – 0.2% 38
2024
Q4 		$223K Buy
+2,464
New +$214K 0.2% 36

Other funds holding WMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Lighthouse Wealth Management's WMT Position: Q3 2026 in Review

Lighthouse Wealth Management held its Walmart Inc (WMT) position steady in Q3 2026 at 7,292 shares worth $758K. The position accounts for 0.46% of the portfolio, ranked #29.

Lighthouse Wealth Management first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $912K in Q1 2026. 363 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Lighthouse Wealth Management held 7,292 shares of Walmart Inc worth $758K as of Q3 2026.
  • Lighthouse Wealth Management left its Walmart Inc share count unchanged in Q3 2026.
  • Walmart Inc made up 0.46% of Lighthouse Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Lighthouse Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • Lighthouse Wealth Management's Walmart Inc position peaked at $912K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Lighthouse Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.