Lord & Richards Wealth Management’s Walmart Inc WMT Stock Holding History

Lord & Richards 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	$858K	Sell	7,579 -1,178	-13%	-$146K	0.67%	33
2026 Q1	$1.09M	Sell	8,757 -350	-4%	-$43K	0.95%	29
2025 Q4	$1.01M	Sell	9,107 -7,382	-45%	-$793K	0.87%	30
2025 Q3	$1.7M	Buy	16,489 +1,642	+11%	+$163K	1.56%	21
2025 Q2	$1.45M	Buy	14,847 +1,765	+13%	+$168K	1.52%	19
2025 Q1	$1.15M	Buy	13,082 +5,159	+65%	+$484K	1.3%	26
2024 Q4	$716K	Buy	+7,923	New	+$688K	1.51%	21

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ATO

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lord & Richards Wealth Management's WMT Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Walmart Inc (WMT) stake by 13% in Q2 2026, selling an estimated $146K and leaving 7,579 shares worth $858K. The position accounts for 0.67% of the portfolio, ranked #33.

Lord & Richards Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q3 2025. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lord & Richards Wealth Management held 7,579 shares of Walmart Inc worth $858K as of Q2 2026.
Lord & Richards Wealth Management sold 1,178 Walmart Inc shares in Q2 2026, an estimated $146K.
Walmart Inc made up 0.67% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #33 holding.
Lord & Richards Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Walmart Inc position peaked at $1.7M in Q3 2025.
1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.