Linscomb Wealth’s Walmart Inc WMT Stock Holding History

Linscomb Wealth’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	$1.18M	Sell	10,374 -2,107	-17%	-$262K	0.05%	177
2026 Q1	$1.55M	Sell	12,481 -1,596	-11%	-$196K	0.07%	161
2025 Q4	$1.57M	Sell	14,077 -78	-0.6%	-$8.38K	0.07%	152
2025 Q3	$1.46M	Sell	14,155 -444	-3%	-$44.2K	0.06%	155
2025 Q2	$1.43M	Sell	14,599 -3,074	-17%	-$293K	0.07%	155
2025 Q1	$1.55M	Sell	17,673 -1,854	-9%	-$174K	0.08%	151
2024 Q4	$1.76M	Buy	19,527 +1,652	+9%	+$143K	0.09%	145
2024 Q3	$1.44M	Sell	17,875 -1,783	-9%	-$131K	0.07%	147
2024 Q2	$1.33M	Sell	19,658 -336	-2%	-$21.2K	0.07%	144
2024 Q1	$1.2M	Sell	19,994 -721	-3%	-$41.3K	0.06%	149
2023 Q4	$1.09M	Sell	20,715 -2,055	-9%	-$109K	0.06%	155
2023 Q3	$1.21M	Sell	22,770 -8,247	-27%	-$439K	0.07%	147
2023 Q2	$1.63M	Sell	31,017 -729	-2%	-$36.8K	0.09%	141
2023 Q1	$1.56M	Sell	31,746 -747	-2%	-$35.5K	0.08%	144
2022 Q4	$1.54M	Buy	32,493 +2,907	+10%	+$138K	0.08%	151
2022 Q3	$1.28M	Sell	29,586 -255	-0.9%	-$11.2K	0.08%	145
2022 Q2	$1.21M	Sell	29,841 -1,077	-3%	-$49.7K	0.07%	148
2022 Q1	$1.53M	Buy	30,918 +177	+0.6%	+$8.31K	0.07%	150
2021 Q4	$1.48M	Buy	30,741 +78	+0.3%	+$3.72K	0.07%	154
2021 Q3	$1.43M	Sell	30,663 -1,020	-3%	-$49.1K	0.07%	148
2021 Q2	$1.49M	Sell	31,683 -276	-0.9%	-$12.9K	0.08%	144
2021 Q1	$1.45M	Buy	31,959 +405	+1%	+$18.8K	0.08%	142
2020 Q4	$1.52M	Buy	31,554 +2,163	+7%	+$105K	0.09%	133
2020 Q3	$1.37M	Sell	29,391 -1,242	-4%	-$55.2K	0.09%	126
2020 Q2	$1.22M	Buy	30,633 +1,728	+6%	+$71.1K	0.09%	129
2020 Q1	$1.09M	Sell	28,905 -1,572	-5%	-$60.5K	0.1%	125
2019 Q4	$1.21M	Buy	30,477 +6,954	+30%	+$276K	0.08%	180
2019 Q3	$931K	Buy	23,523 +291	+1%	+$11K	0.07%	131
2019 Q2	$856K	Buy	23,232 +447	+2%	+$15.4K	0.07%	133
2019 Q1	$741K	Sell	22,785 -2,055	-8%	-$66.6K	0.06%	143
2018 Q4	$771K	Buy	24,840 +1,737	+8%	+$55.7K	0.07%	131
2018 Q3	$723K	Sell	23,103 -2,478	-10%	-$75.8K	0.06%	143
2018 Q2	$730K	Sell	25,581 -666	-3%	-$18.9K	0.06%	141
2018 Q1	$778K	Sell	26,247 -1,047	-4%	-$33.7K	0.07%	131
2017 Q4	$898K	Buy	27,294 +534	+2%	+$16.3K	0.07%	122
2017 Q3	$697K	Sell	26,760 -474	-2%	-$12.4K	0.06%	139
2017 Q2	$687K	Buy	27,234 +1,530	+6%	+$38.8K	0.06%	134
2017 Q1	$618K	Sell	25,704 -3,171	-11%	-$73K	0.06%	147
2016 Q4	$665K	Sell	28,875 -210	-0.7%	-$4.9K	0.06%	146
2016 Q3	$699K	Buy	29,085 +1,203	+4%	+$29.2K	0.07%	131
2016 Q2	$679K	Buy	27,882 +3,510	+14%	+$81.2K	0.07%	132
2016 Q1	$556K	Sell	24,372 -954	-4%	-$20.9K	0.06%	146
2015 Q4	$518K	Sell	25,326 -1,032	-4%	-$20.7K	0.06%	149
2015 Q3	$570K	Sell	26,358 -7,143	-21%	-$164K	0.07%	141
2015 Q2	$792K	Buy	33,501 +7,242	+28%	+$185K	0.09%	124
2015 Q1	$720K	Sell	26,259 -3,150	-11%	-$89.4K	0.08%	133
2014 Q4	$842K	Sell	29,409 -687	-2%	-$18.6K	0.09%	123
2014 Q3	$767K	Sell	30,096 -2,397	-7%	-$60.5K	0.08%	131
2014 Q2	$813K	Sell	32,493 -1,149	-3%	-$29.5K	0.09%	125
2014 Q1	$857K	Buy	33,642 +5,868	+21%	+$147K	0.09%	120
2013 Q4	$729K	Sell	27,774 -5,610	-17%	-$145K	0.09%	124
2013 Q3	$823K	Sell	33,384 -939	-3%	-$23.7K	0.11%	106
2013 Q2	$852K	Buy	+34,323	New	+$880K	0.12%	99

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

Linscomb Wealth's WMT Position: Q2 2026 in Review

Linscomb Wealth reduced its Walmart Inc (WMT) stake by 17% in Q2 2026, selling an estimated $262K and leaving 10,374 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #177.

Linscomb Wealth first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.76M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Linscomb Wealth held 10,374 shares of Walmart Inc worth $1.18M as of Q2 2026.
Linscomb Wealth sold 2,107 Walmart Inc shares in Q2 2026, an estimated $262K.
Walmart Inc made up 0.05% of Linscomb Wealth's portfolio in Q2 2026, its #177 holding.
Linscomb Wealth first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
Linscomb Wealth's Walmart Inc position peaked at $1.76M in Q4 2024.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.