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LMCG Investments’s Walmart Inc WMT Stock Holding History

LMCG Investments’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 		$11.6M Sell
102,177
-528
-0.5% -$65.5K 0.62% 57
2026
Q1 		$12.8M Sell
102,705
-1,262
-1% -$155K 0.76% 44
2025
Q4 		$11.6M Sell
103,967
-1,798
-2% -$193K 0.66% 49
2025
Q3 		$10.9M Sell
105,765
-2,572
-2% -$256K 0.64% 52
2025
Q2 		$10.6M Sell
108,337
-4,014
-4% -$382K 0.66% 46
2025
Q1 		$9.86M Sell
112,351
-21,576
-16% -$2.02M 0.65% 49
2024
Q4 		$12.1M Sell
133,927
-62,488
-32% -$5.42M 0.74% 43
2024
Q3 		$15.9M Sell
196,415
-5,633
-3% -$414K 0.95% 23
2024
Q2 		$13.7M Sell
202,048
-164
-0.1% -$10.3K 0.8% 29
2024
Q1 		$12.2M Sell
202,212
-672
-0.3% -$38.5K 0.72% 43
2023
Q4 		$10.7M Sell
202,884
-1,023
-0.5% -$54.1K 0.66% 46
2023
Q3 		$10.9M Sell
203,907
-4,854
-2% -$258K 0.73% 39
2023
Q2 		$10.9M Sell
208,761
-48,006
-19% -$2.42M 0.71% 37
2023
Q1 		$12.6M Sell
256,767
-3,708
-1% -$176K 0.84% 29
2022
Q4 		$12.3M Buy
260,475
+4,335
+2% +$206K 0.86% 28
2022
Q3 		$11.1M Sell
256,140
-3,207
-1% -$140K 0.81% 26
2022
Q2 		$10.5M Sell
259,347
-1,662
-0.6% -$76.6K 0.72% 37
2022
Q1 		$13M Buy
+261,009
New +$12.3M 0.75% 28
2015
Q3 		$5.34M Sell
246,954
-8,385
-3% -$192K 0.11% 302
2015
Q2 		$6.04M Sell
255,339
-4,182
-2% -$107K 0.13% 282
2015
Q1 		$7.12M Sell
259,521
-3,336
-1% -$94.6K 0.15% 264
2014
Q4 		$7.52M Buy
262,857
+27,291
+12% +$737K 0.16% 232
2014
Q3 		$6M Buy
235,566
+5,295
+2% +$134K 0.13% 260
2014
Q2 		$5.76M Sell
230,271
-4,914
-2% -$126K 0.12% 267
2014
Q1 		$5.99M Buy
235,185
+5,910
+3% +$148K 0.13% 255
2013
Q4 		$6.01M Buy
229,275
+21,027
+10% +$543K 0.13% 251
2013
Q3 		$5.13M Sell
208,248
-24,843
-11% -$626K 0.12% 246
2013
Q2 		$5.79M Buy
+233,091
New +$5.97M 0.15% 222

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LMCG Investments's WMT Position: Q2 2026 in Review

LMCG Investments reduced its Walmart Inc (WMT) stake by 0.51% in Q2 2026, selling an estimated $65.5K and leaving 102,177 shares worth $11.6M. The position accounts for 0.62% of the portfolio, ranked #57.

LMCG Investments first reported a position in WMT in Q2 2013 and has held it in 28 quarters since. The position peaked at $15.9M in Q3 2024. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LMCG Investments held 102,177 shares of Walmart Inc worth $11.6M as of Q2 2026.
  • LMCG Investments sold 528 Walmart Inc shares in Q2 2026, an estimated $65.5K.
  • Walmart Inc made up 0.62% of LMCG Investments's portfolio in Q2 2026, its #57 holding.
  • LMCG Investments first reported a position in Walmart Inc in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Walmart Inc position peaked at $15.9M in Q3 2024.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.