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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
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 $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

LMG Wealth Partners's WMT Position: Q1 2026 in Review

LMG Wealth Partners reduced its Walmart Inc (WMT) stake by 0.2% in Q1 2026, selling an estimated $38.7K and leaving 159,337 shares worth $19.8M. The position accounts for 3.61% of the portfolio, ranked #2.

LMG Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • LMG Wealth Partners held 159,337 shares of Walmart Inc worth $19.8M as of Q1 2026.
  • LMG Wealth Partners sold 315 Walmart Inc shares in Q1 2026, an estimated $38.7K.
  • Walmart Inc made up 3.61% of LMG Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • LMG Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.