LM Advisors
WMT icon

LM Advisors’s Walmart Inc WMT Stock Holding History

LM Advisors’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 		$5.38M Buy
47,412
+1,615
+4% +$200K 0.62% 29
2026
Q1 		$5.7M Sell
45,797
-110
-0.2% -$13.5K 0.79% 22
2025
Q4 		$5.12M Sell
45,907
-408
-0.9% -$43.8K 0.7% 25
2025
Q3 		$4.77M Buy
46,315
+2,450
+6% +$244K 0.69% 24
2025
Q2 		$4.29M Buy
43,865
+5,284
+14% +$503K 0.55% 26
2025
Q1 		$3.39M Buy
38,581
+4,561
+13% +$428K 0.61% 33
2024
Q4 		$3.08M Sell
34,020
-10,545
-24% -$915K 0.55% 37
2024
Q3 		$3.6M Hold
44,565
– – 0.73% 30
2024
Q2 		$3.02M Buy
44,565
+505
+1% +$31.8K 0.53% 39
2024
Q1 		$2.65M Buy
44,060
+11,789
+37% +$675K 0.42% 46
2023
Q4 		$1.7M Buy
+32,271
New +$1.71M 0.34% 60

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LM Advisors's WMT Position: Q2 2026 in Review

LM Advisors increased its Walmart Inc (WMT) stake by 3.5% in Q2 2026, buying an estimated $200K and bringing the position to 47,412 shares worth $5.38M. The position accounts for 0.62% of the portfolio, ranked #29.

LM Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.7M in Q1 2026. 4,437 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LM Advisors held 47,412 shares of Walmart Inc worth $5.38M as of Q2 2026.
  • LM Advisors bought 1,615 Walmart Inc shares in Q2 2026, an estimated $200K.
  • Walmart Inc made up 0.62% of LM Advisors's portfolio in Q2 2026, its #29 holding.
  • LM Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Walmart Inc position peaked at $5.7M in Q1 2026.
  • 4,437 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.