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Lloyd Advisory Services’s Walmart Inc WMT Stock Holding History

Lloyd Advisory 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
Q1 		$284K Buy
2,285
+62
+3% +$7.61K 0.08% 119
2025
Q4 		$248K Sell
2,223
-61
-3% -$6.55K 0.1% 91
2025
Q3 		$235K Buy
2,284
+115
+5% +$11.4K 0.11% 83
2025
Q2 		$212K Buy
+2,169
New +$207K 0.1% 97
2025
Q1 		– Sell
-5,348
Closed -$483K – 120
2024
Q4 		$483K Buy
5,348
+117
+2% +$10.2K 0.23% 53
2024
Q3 		$422K Buy
5,231
+106
+2% +$7.79K 0.2% 58
2024
Q2 		$347K Buy
+5,125
New +$323K 0.16% 66
2024
Q1 		– Sell
-5,088
Closed -$267K – 189
2023
Q4 		$267K Sell
5,088
-11,307
-69% -$598K 0.13% 99
2023
Q3 		$874K Buy
+16,395
New +$872K 0.29% 82
2022
Q2 		– Sell
-1,239
Closed -$62K – 566
2022
Q1 		$62K Buy
1,239
+543
+78% +$25.5K 0.03% 211
2021
Q4 		$34K Sell
696
-174
-20% -$8.31K 0.02% 249
2021
Q3 		$40K Buy
870
+114
+15% +$5.49K 0.02% 182
2021
Q2 		$36K Buy
756
+3
+0.4% +$140 0.02% 191
2021
Q1 		$34K Sell
753
-210
-22% -$9.73K 0.02% 178
2020
Q4 		$46K Buy
963
+210
+28% +$10.2K 0.03% 120
2020
Q3 		$35K Sell
753
-18
-2% -$800 0.02% 126
2020
Q2 		$31K Sell
771
-132
-15% -$5.43K 0.02% 140
2020
Q1 		$34K Sell
903
-1,545
-63% -$59.4K 0.03% 115
2019
Q4 		$97K Buy
+2,448
New +$97.2K 0.09% 95

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

Lloyd Advisory Services's WMT Position: Q1 2026 in Review

Lloyd Advisory Services increased its Walmart Inc (WMT) stake by 2.8% in Q1 2026, buying an estimated $7.61K and bringing the position to 2,285 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #119.

Lloyd Advisory Services first reported a position in WMT in Q4 2019 and has held it in 19 quarters since. The position peaked at $874K in Q3 2023. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Lloyd Advisory Services held 2,285 shares of Walmart Inc worth $284K as of Q1 2026.
  • Lloyd Advisory Services bought 62 Walmart Inc shares in Q1 2026, an estimated $7.61K.
  • Walmart Inc made up 0.08% of Lloyd Advisory Services's portfolio in Q1 2026, its #119 holding.
  • Lloyd Advisory Services first reported a position in Walmart Inc in Q4 2019 and has held it in 19 quarters since.
  • Lloyd Advisory Services's Walmart Inc position peaked at $874K in Q3 2023.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.