Liontrust Investment Partners’s Walmart Inc WMT Stock Holding History

Liontrust Investment Partners’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 Q1	–	Sell	-40,694	Closed	-$4.53M	–	242
2025 Q4	$4.53M	Sell	40,694 -93,547	-70%	-$10M	0.07%	141
2025 Q3	$13.8M	Buy	134,241 +2,855	+2%	+$284K	0.2%	85
2025 Q2	$12.8M	Sell	131,386 -45,252	-26%	-$4.31M	0.18%	88
2025 Q1	$15.5M	Buy	+176,638	New	+$16.6M	0.24%	78
2021 Q4	–	Sell	-13,689	Closed	-$636K	–	242
2021 Q3	$636K	Buy	+13,689	New	+$660K	0.01%	198
2020 Q4	$787K	Buy	+16,389	New	+$796K	0.02%	181

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liontrust Investment Partners's WMT Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 40,694 shares — an estimated $4.53M sold.

Liontrust Investment Partners first reported a position in WMT in Q4 2020 and held it in 6 quarters. The position peaked at $15.5M in Q1 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Liontrust Investment Partners reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Liontrust Investment Partners sold 40,694 Walmart Inc shares in Q1 2026, an estimated $4.53M.
Liontrust Investment Partners first reported a position in Walmart Inc in Q4 2020 and held it in 6 quarters.
Liontrust Investment Partners's Walmart Inc position peaked at $15.5M in Q1 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.