Lincoln Capital’s Walmart Inc WMT Stock Holding History

Lincoln Capital’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	$2.58M	Buy	22,815 +74	+0.3%	+$9.19K	0.46%	41
2026 Q1	$2.83M	Buy	22,741 +2	+0%	+$246	0.54%	36
2025 Q4	$2.53M	Buy	22,739 +600	+3%	+$64.4K	0.46%	37
2025 Q3	$2.26M	Buy	22,139 +181	+0.8%	+$18K	0.42%	42
2025 Q2	$2.15M	Buy	21,958 +2	+0%	+$191	0.41%	44
2025 Q1	$2.08M	Buy	21,956 +455	+2%	+$42.7K	0.43%	41
2024 Q4	$1.94M	Buy	21,501 +903	+4%	+$78.4K	0.41%	39
2024 Q3	$1.66M	Hold	20,598	–	–	0.35%	41
2024 Q2	$1.39M	Hold	20,598	–	–	0.31%	42
2024 Q1	$1.24M	Hold	20,598	–	–	0.28%	45
2023 Q4	$1.08M	Hold	20,598	–	–	0.26%	49
2023 Q3	$1.1M	Hold	20,598	–	–	0.29%	44
2023 Q2	$1.08M	Hold	20,598	–	–	0.28%	46
2023 Q1	$1.01M	Sell	20,598 -60	-0.3%	-$2.85K	0.28%	46
2022 Q4	$976K	Sell	20,658 -609	-3%	-$28.9K	0.28%	49
2022 Q3	$919K	Hold	21,267	–	–	0.29%	47
2022 Q2	$862K	Hold	21,267	–	–	0.24%	50
2022 Q1	$1.06M	Hold	21,267	–	–	0.25%	48
2021 Q4	$1.03M	Hold	21,267	–	–	0.25%	48
2021 Q3	$988K	Hold	21,267	–	–	0.27%	45
2021 Q2	$1M	Hold	21,267	–	–	0.28%	44
2021 Q1	$963K	Hold	21,267	–	–	0.3%	40
2020 Q4	$1.02M	Hold	21,267	–	–	0.33%	38
2020 Q3	$992K	Hold	21,267	–	–	0.36%	36
2020 Q2	$849K	Buy	21,267 +1,629	+8%	+$67K	0.35%	40
2020 Q1	$744K	Hold	19,638	–	–	0.38%	42
2019 Q4	$778K	Hold	19,638	–	–	0.32%	39
2019 Q3	$777K	Hold	19,638	–	–	0.35%	39
2019 Q2	$723K	Buy	19,638 +282	+1%	+$9.72K	0.32%	37
2019 Q1	$629K	Hold	19,356	–	–	0.3%	36
2018 Q4	$601K	Buy	19,356 +264	+1%	+$8.46K	0.33%	34
2018 Q3	$598K	Hold	19,092	–	–	0.3%	37
2018 Q2	$547K	Hold	19,092	–	–	0.29%	36
2018 Q1	$566K	Buy	19,092 +90	+0.5%	+$2.9K	0.31%	37
2017 Q4	$625K	Buy	19,002 +900	+5%	+$27.5K	0.35%	36
2017 Q3	$471K	Hold	18,102	–	–	0.29%	39
2017 Q2	$457K	Hold	18,102	–	–	0.29%	38
2017 Q1	$435K	Sell	18,102 -300	-2%	-$6.9K	0.29%	38
2016 Q4	$424K	Sell	18,402 -675	-4%	-$15.8K	0.3%	37
2016 Q3	$459K	Hold	19,077	–	–	0.34%	37
2016 Q2	$464K	Sell	19,077 -23,262	-55%	-$538K	0.35%	37
2016 Q1	$967K	Sell	42,339 -1,230	-3%	-$27K	0.73%	29
2015 Q4	$890K	Hold	43,569	–	–	0.71%	30
2015 Q3	$942K	Sell	43,569 -420	-1%	-$9.64K	0.78%	30
2015 Q2	$1.04M	Sell	43,989 -1,845	-4%	-$47K	0.88%	29
2015 Q1	$1.26M	Sell	45,834 -225	-0.5%	-$6.38K	1.08%	27
2014 Q4	$1.32M	Buy	+46,059	New	+$1.24M	1.14%	25

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

Lincoln Capital's WMT Position: Q2 2026 in Review

Lincoln Capital increased its Walmart Inc (WMT) stake by 0.33% in Q2 2026, buying an estimated $9.19K and bringing the position to 22,815 shares worth $2.58M. The position accounts for 0.46% of the portfolio, ranked #41.

Lincoln Capital first reported a position in WMT in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.83M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lincoln Capital held 22,815 shares of Walmart Inc worth $2.58M as of Q2 2026.
Lincoln Capital bought 74 Walmart Inc shares in Q2 2026, an estimated $9.19K.
Walmart Inc made up 0.46% of Lincoln Capital's portfolio in Q2 2026, its #41 holding.
Lincoln Capital first reported a position in Walmart Inc in Q4 2014 and has held it in 47 quarters since.
Lincoln Capital's Walmart Inc position peaked at $2.83M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.