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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
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 $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

Lodestar Private Asset Management's WMT Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Walmart Inc (WMT) stake by 0.92% in Q1 2026, buying an estimated $10.7K and bringing the position to 9,577 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #91.

Lodestar Private Asset Management first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Lodestar Private Asset Management held 9,577 shares of Walmart Inc worth $1.19M as of Q1 2026.
  • Lodestar Private Asset Management bought 87 Walmart Inc shares in Q1 2026, an estimated $10.7K.
  • Walmart Inc made up 0.12% of Lodestar Private Asset Management's portfolio in Q1 2026, its #91 holding.
  • Lodestar Private Asset Management first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.