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Lineweaver Wealth Advisors’s Walmart Inc WMT Stock Holding History

Lineweaver Wealth 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 		$3.12M Buy
27,527
+1,569
+6% +$195K 0.37% 59
2026
Q1 		$3.23M Buy
25,958
+515
+2% +$63.2K 0.44% 48
2025
Q4 		$2.83M Buy
25,443
+1,109
+5% +$119K 0.38% 54
2025
Q3 		$2.51M Buy
24,334
+495
+2% +$49.3K 0.37% 52
2025
Q2 		$2.33M Buy
23,839
+3,993
+20% +$380K 0.37% 52
2025
Q1 		$1.74M Buy
19,846
+2,887
+17% +$271K 0.3% 69
2024
Q4 		$1.53M Sell
16,959
-132
-0.8% -$11.5K 0.28% 69
2024
Q3 		$1.38M Buy
17,091
+176
+1% +$12.9K 0.26% 72
2024
Q2 		$1.15M Sell
16,915
-808
-5% -$50.9K 0.24% 76
2024
Q1 		$1.07M Sell
17,723
-451
-2% -$25.8K 0.25% 77
2023
Q4 		$955K Sell
18,174
-15,246
-46% -$807K 0.25% 77
2023
Q3 		$1.78M Sell
33,420
-10,596
-24% -$564K 0.52% 40
2023
Q2 		$2.31M Sell
44,016
-63
-0.1% -$3.18K 0.66% 32
2023
Q1 		$2.17M Buy
44,079
+1,515
+4% +$71.9K 0.67% 33
2022
Q4 		$2.01M Sell
42,564
-1,908
-4% -$90.6K 0.61% 38
2022
Q3 		$1.92M Buy
44,472
+3,216
+8% +$141K 0.62% 31
2022
Q2 		$1.67M Buy
41,256
+4,209
+11% +$194K 0.55% 37
2022
Q1 		$1.84M Sell
37,047
-7,953
-18% -$373K 0.53% 38
2021
Q4 		$2.17M Buy
45,000
+15,630
+53% +$746K 0.63% 28
2021
Q3 		$1.36M Buy
29,370
+4,008
+16% +$193K 0.42% 43
2021
Q2 		$1.19M Buy
25,362
+2,409
+10% +$112K 0.39% 44
2021
Q1 		$1.04M Buy
22,953
+5,703
+33% +$264K 0.37% 42
2020
Q4 		$828K Buy
17,250
+5,187
+43% +$252K 0.32% 38
2020
Q3 		$562K Buy
12,063
+3,501
+41% +$156K 0.25% 47
2020
Q2 		$341K Buy
8,562
+1,650
+24% +$67.9K 0.17% 57
2020
Q1 		$270K Buy
+6,912
New +$266K 0.17% 61

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lineweaver Wealth Advisors's WMT Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Walmart Inc (WMT) stake by 6% in Q2 2026, buying an estimated $195K and bringing the position to 27,527 shares worth $3.12M. The position accounts for 0.37% of the portfolio, ranked #59.

Lineweaver Wealth Advisors first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.23M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Lineweaver Wealth Advisors held 27,527 shares of Walmart Inc worth $3.12M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,569 Walmart Inc shares in Q2 2026, an estimated $195K.
  • Walmart Inc made up 0.37% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Lineweaver Wealth Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Lineweaver Wealth Advisors's Walmart Inc position peaked at $3.23M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.