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LMG Wealth Partners’s Walmart Inc WMT Stock Holding History

LMG Wealth Partners’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 		$18M Sell
158,724
-613
-0.4% -$76.1K 2.87% 5
2026
Q1 		$19.8M Sell
159,337
-315
-0.2% -$38.7K 3.61% 2
2025
Q4 		$17.8M Sell
159,652
-13,329
-8% -$1.43M 3.32% 3
2025
Q3 		$17.8M Sell
172,981
-453
-0.3% -$45.1K 3.32% 3
2025
Q2 		$17M Sell
173,434
-1,570
-0.9% -$150K 3.48% 2
2025
Q1 		$15.4M Sell
175,004
-1,883
-1% -$177K 3.42% 3
2024
Q4 		$16M Buy
176,887
+1,446
+0.8% +$125K 3.48% 3
2024
Q3 		$14.2M Sell
175,441
-3,867
-2% -$284K 3.24% 5
2024
Q2 		$12.1M Buy
179,308
+268
+0.1% +$16.9K 3.03% 5
2024
Q1 		$10.8M Sell
179,040
-20,346
-10% -$1.16M 2.71% 8
2023
Q4 		$10.5M Sell
199,386
-1,464
-0.7% -$77.5K 2.91% 9
2023
Q3 		$10.7M Buy
200,850
+897
+0.4% +$47.7K 3.26% 4
2023
Q2 		$10.5M Buy
199,953
+2,574
+1% +$130K 3.21% 6
2023
Q1 		$9.7M Buy
197,379
+4,482
+2% +$213K 3.13% 6
2022
Q4 		$9.29M Buy
+192,897
New +$9.16M 3.07% 9

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

LMG Wealth Partners's WMT Position: Q2 2026 in Review

LMG Wealth Partners reduced its Walmart Inc (WMT) stake by 0.38% in Q2 2026, selling an estimated $76.1K and leaving 158,724 shares worth $18M. The position accounts for 2.87% of the portfolio, ranked #5.

LMG Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.8M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LMG Wealth Partners held 158,724 shares of Walmart Inc worth $18M as of Q2 2026.
  • LMG Wealth Partners sold 613 Walmart Inc shares in Q2 2026, an estimated $76.1K.
  • Walmart Inc made up 2.87% of LMG Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • LMG Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Walmart Inc position peaked at $19.8M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.