Littlejohn Financial Services
WMT icon

Littlejohn Financial Services’s Walmart Inc WMT Stock Holding History

Littlejohn Financial Services’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
Q3 		$2.21M Sell
21,244
-356
-2% -$39.1K 1.63% 20
2026
Q2 		$2.45M Sell
21,600
-1,029
-5% -$128K 1.78% 20
2026
Q1 		$2.81M Buy
+22,629
New +$2.78M 2.11% 17

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Littlejohn Financial Services's WMT Position: Q3 2026 in Review

Littlejohn Financial Services reduced its Walmart Inc (WMT) stake by 1.6% in Q3 2026, selling an estimated $39.1K and leaving 21,244 shares worth $2.21M. The position accounts for 1.63% of the portfolio, ranked #20.

Littlejohn Financial Services first reported a position in WMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.81M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Littlejohn Financial Services held 21,244 shares of Walmart Inc worth $2.21M as of Q3 2026.
  • Littlejohn Financial Services sold 356 Walmart Inc shares in Q3 2026, an estimated $39.1K.
  • Walmart Inc made up 1.63% of Littlejohn Financial Services's portfolio in Q3 2026, its #20 holding.
  • Littlejohn Financial Services first reported a position in Walmart Inc in Q1 2026 and has held it in 3 quarters since.
  • Littlejohn Financial Services's Walmart Inc position peaked at $2.81M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Littlejohn Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.