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 Q1	$45.8K	Buy	5,703 +578	+11%	+$71K	0.72%	39
2025 Q4	$45.9K	Sell	5,125 -41,190	-89%	-$4.42M	0.83%	35
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	﹤0.01%	55
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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LM Advisors's WMT Position: Q1 2026 in Review

LM Advisors increased its Walmart Inc (WMT) stake by 11% in Q1 2026, buying an estimated $71K and bringing the position to 5,703 shares worth $45.8K. The position accounts for 0.72% of the portfolio, ranked #39.

LM Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.77M in Q3 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

LM Advisors held 5,703 shares of Walmart Inc worth $45.8K as of Q1 2026.
LM Advisors bought 578 Walmart Inc shares in Q1 2026, an estimated $71K.
Walmart Inc made up 0.72% of LM Advisors's portfolio in Q1 2026, its #39 holding.
LM Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
LM Advisors's Walmart Inc position peaked at $4.77M in Q3 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.