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 Q2	$26.6M	Buy	+235,163	New	+$29.2M	0.39%	63
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Liontrust Investment Partners's WMT Position: Q2 2026 in Review

Liontrust Investment Partners opened a new position in Walmart Inc (WMT) in Q2 2026: 235,163 shares worth $26.6M. The stake represents 0.39% of the portfolio and ranks #63 among its holdings. This is a return to the name: Liontrust Investment Partners previously reported a position in WMT as recently as Q4 2025.

Liontrust Investment Partners first reported a position in WMT in Q4 2020 and has held it in 7 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Liontrust Investment Partners held 235,163 shares of Walmart Inc worth $26.6M as of Q2 2026.
Walmart Inc was a new Liontrust Investment Partners position in Q2 2026.
Walmart Inc made up 0.39% of Liontrust Investment Partners's portfolio in Q2 2026, its #63 holding.
Liontrust Investment Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 7 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.