Lodestone Wealth Management
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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
Q3 		$750K Buy
7,217
+831
+13% +$91.2K 0.25% 90
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lodestone Wealth Management's WMT Position: Q3 2026 in Review

Lodestone Wealth Management increased its Walmart Inc (WMT) stake by 13% in Q3 2026, buying an estimated $91.2K and bringing the position to 7,217 shares worth $750K. The position accounts for 0.25% of the portfolio, ranked #90.

Lodestone Wealth Management first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $802K in Q1 2026. 3,704 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Lodestone Wealth Management held 7,217 shares of Walmart Inc worth $750K as of Q3 2026.
  • Lodestone Wealth Management bought 831 Walmart Inc shares in Q3 2026, an estimated $91.2K.
  • Walmart Inc made up 0.25% of Lodestone Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Lodestone Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Walmart Inc position peaked at $802K in Q1 2026.
  • 3,704 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.