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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
2022
Q1 		– Sell
-12,600
Closed -$608K – 363
2021
Q4 		$608K Hold
12,600
– – 0.03% 214
2021
Q3 		$585K Hold
12,600
– – 0.03% 210
2021
Q2 		$592K Hold
12,600
– – 0.03% 205
2021
Q1 		$570K Hold
12,600
– – 0.03% 202
2020
Q4 		$605K Hold
12,600
– – 0.04% 187
2020
Q3 		$588K Buy
+12,600
New +$560K 0.04% 179

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 $3.38T AUM 44.17% 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

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. 4,425 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.
  • 4,425 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.