Lodestone Wealth Management’s Walmart Inc WMT Stock Holding History

Lodestone Wealth 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	$723K	Sell	6,386 -69	-1%	-$8.57K	0.26%	90
2026 Q1	$802K	Sell	6,455 -3	-0%	-$368	0.32%	77
2025 Q4	$719K	Sell	6,458 -62	-1%	-$6.66K	0.29%	79
2025 Q3	$672K	Buy	6,520 +83	+1%	+$8.26K	0.3%	79
2025 Q2	$629K	Sell	6,437 -260	-4%	-$24.8K	0.31%	82
2025 Q1	$588K	Buy	6,697 +237	+4%	+$22.2K	0.31%	77
2024 Q4	$584K	Buy	6,460 +265	+4%	+$23K	0.29%	81
2024 Q3	$500K	Buy	6,195 +776	+14%	+$57K	0.25%	88
2024 Q2	$367K	Buy	5,419 +95	+2%	+$5.98K	0.19%	113
2024 Q1	$320K	Sell	5,324 -31	-0.6%	-$1.77K	0.17%	120
2023 Q4	$281K	Buy	5,355 +6	+0.1%	+$317	0.16%	122
2023 Q3	$285K	Sell	5,349 -108	-2%	-$5.75K	0.2%	107
2023 Q2	$286K	Sell	5,457 -162	-3%	-$8.17K	0.2%	113
2023 Q1	$276K	Buy	5,619 +3	+0.1%	+$142	0.21%	110
2022 Q4	$265K	Buy	+5,616	New	+$267K	0.21%	104

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Lodestone Wealth Management's WMT Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Walmart Inc (WMT) stake by 1.1% in Q2 2026, selling an estimated $8.57K and leaving 6,386 shares worth $723K. The position accounts for 0.26% of the portfolio, ranked #90.

Lodestone Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $802K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lodestone Wealth Management held 6,386 shares of Walmart Inc worth $723K as of Q2 2026.
Lodestone Wealth Management sold 69 Walmart Inc shares in Q2 2026, an estimated $8.57K.
Walmart Inc made up 0.26% of Lodestone Wealth Management's portfolio in Q2 2026, its #90 holding.
Lodestone Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Walmart Inc position peaked at $802K in Q1 2026.
1,830 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.