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Lodestar Private Asset Management’s Walmart Inc WMT Stock Holding History

Lodestar Private Asset Management’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 		$1.05M Sell
9,295
-282
-3% -$35K 0.09% 111
2026
Q1 		$1.19M Buy
9,577
+87
+0.9% +$10.7K 0.12% 91
2025
Q4 		$1.06M Sell
9,490
-1,486
-14% -$160K 0.11% 100
2025
Q3 		$1.13M Buy
10,976
+34
+0.3% +$3.38K 0.12% 96
2025
Q2 		$1.07M Sell
10,942
-275
-2% -$26.2K 0.12% 95
2025
Q1 		$985K Buy
11,217
+1
+0% +$94 0.12% 100
2024
Q4 		$1.01M Hold
11,216
– – 0.13% 96
2024
Q3 		$906K Hold
11,216
– – 0.12% 103
2024
Q2 		$759K Sell
11,216
-135
-1% -$8.5K 0.1% 109
2024
Q1 		$683K Sell
11,351
-151
-1% -$8.64K 0.1% 116
2023
Q4 		$604K Sell
11,502
-195
-2% -$10.3K 0.09% 122
2023
Q3 		$624K Hold
11,697
– – 0.11% 113
2023
Q2 		$613K Buy
11,697
+78
+0.7% +$3.94K 0.1% 113
2023
Q1 		$571K Buy
11,619
+678
+6% +$32.2K 0.1% 113
2022
Q4 		$517K Buy
+10,941
New +$520K 0.1% 120

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 $3.37T AUM 44.26% 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

Lodestar Private Asset Management's WMT Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Walmart Inc (WMT) stake by 2.9% in Q2 2026, selling an estimated $35K and leaving 9,295 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #111.

Lodestar Private Asset Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Lodestar Private Asset Management held 9,295 shares of Walmart Inc worth $1.05M as of Q2 2026.
  • Lodestar Private Asset Management sold 282 Walmart Inc shares in Q2 2026, an estimated $35K.
  • Walmart Inc made up 0.09% of Lodestar Private Asset Management's portfolio in Q2 2026, its #111 holding.
  • Lodestar Private Asset Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's Walmart Inc position peaked at $1.19M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.