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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Linscomb Wealth's WMT Position: Q1 2026 in Review

Linscomb Wealth reduced its Walmart Inc (WMT) stake by 11% in Q1 2026, selling an estimated $196K and leaving 12,481 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #161.

Linscomb Wealth first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.76M in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Linscomb Wealth held 12,481 shares of Walmart Inc worth $1.55M as of Q1 2026.
  • Linscomb Wealth sold 1,596 Walmart Inc shares in Q1 2026, an estimated $196K.
  • Walmart Inc made up 0.07% of Linscomb Wealth's portfolio in Q1 2026, its #161 holding.
  • Linscomb Wealth first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • Linscomb Wealth's Walmart Inc position peaked at $1.76M in Q4 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.