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LJI Wealth Management’s Walmart Inc WMT Stock Holding History

LJI Wealth Management’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 		$837K Buy
7,387
+1,265
+21% +$157K 0.12% 76
2026
Q1 		$761K Sell
6,122
-132
-2% -$16.2K 0.12% 71
2025
Q4 		$697K Sell
6,254
-20
-0.3% -$2.15K 0.11% 83
2025
Q3 		$647K Sell
6,274
-500
-7% -$49.8K 0.11% 68
2025
Q2 		$662K Buy
6,774
+60
+0.9% +$5.72K 0.12% 71
2025
Q1 		$589K Sell
6,714
-18
-0.3% -$1.69K 0.12% 76
2024
Q4 		$608K Sell
6,732
-363
-5% -$31.5K 0.12% 75
2024
Q3 		$573K Buy
7,095
+359
+5% +$26.4K 0.12% 93
2024
Q2 		$456K Buy
6,736
+4
+0.1% +$252 0.1% 105
2024
Q1 		$405K Buy
6,732
+258
+4% +$14.8K 0.1% 95
2023
Q4 		$340K Buy
6,474
+390
+6% +$20.6K 0.09% 126
2023
Q3 		$324K Buy
6,084
+399
+7% +$21.2K 0.09% 114
2023
Q2 		$298K Sell
5,685
-153
-3% -$7.72K 0.09% 119
2023
Q1 		$287K Hold
5,838
– – 0.09% 118
2022
Q4 		$276K Buy
+5,838
New +$277K 0.1% 105

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LJI Wealth Management's WMT Position: Q2 2026 in Review

LJI Wealth Management increased its Walmart Inc (WMT) stake by 21% in Q2 2026, buying an estimated $157K and bringing the position to 7,387 shares worth $837K. The position accounts for 0.12% of the portfolio, ranked #76.

LJI Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LJI Wealth Management held 7,387 shares of Walmart Inc worth $837K as of Q2 2026.
  • LJI Wealth Management bought 1,265 Walmart Inc shares in Q2 2026, an estimated $157K.
  • Walmart Inc made up 0.12% of LJI Wealth Management's portfolio in Q2 2026, its #76 holding.
  • LJI Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.