Loring Wolcott & Coolidge Fiduciary Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.15M | Buy |
71,995
+2,573
| +4% | +$319K | 0.08% | 78 |
|
|
2026
Q1 | $8.8M | Sell |
69,422
-4,926
| -7% | -$605K | 0.09% | 75 |
|
|
2025
Q4 | $8.69M | Buy |
74,348
+2,148
| +3% | +$231K | 0.08% | 76 |
|
|
2025
Q3 | $7.72M | Sell |
72,200
-9,861
| -12% | -$982K | 0.07% | 76 |
|
|
2025
Q2 | $8.02M | Sell |
82,061
-260
| -0.3% | -$24.8K | 0.07% | 76 |
|
|
2025
Q1 | $7.82M | Sell |
82,321
-7,810
| -9% | -$733K | 0.08% | 74 |
|
|
2024
Q4 | $8.78M | Sell |
90,131
-1,034
| -1% | -$89.7K | 0.08% | 78 |
|
|
2024
Q3 | $7.57M | Buy |
91,165
+127
| +0.1% | +$9.33K | 0.07% | 81 |
|
|
2024
Q2 | $6.37M | Buy |
91,038
+7,965
| +10% | +$502K | 0.06% | 80 |
|
|
2024
Q1 | $5M | Sell |
83,073
-201
| -0.2% | -$11.5K | 0.05% | 82 |
|
|
2023
Q4 | $4.59M | Sell |
83,274
-765
| -0.9% | -$40.5K | 0.05% | 85 |
|
|
2023
Q3 | $4.64M | Sell |
84,039
-870
| -1% | -$46.3K | 0.05% | 82 |
|
|
2023
Q2 | $4.45M | Sell |
84,909
-4,851
| -5% | -$245K | 0.05% | 87 |
|
|
2023
Q1 | $4.41M | Sell |
89,760
-228
| -0.3% | -$10.8K | 0.05% | 86 |
|
|
2022
Q4 | $4.25M | Sell |
89,988
-21
| -0% | -$997 | 0.05% | 85 |
|
|
2022
Q3 | $3.89M | Sell |
90,009
-750
| -0.8% | -$32.9K | 0.05% | 88 |
|
|
2022
Q2 | $3.68M | Buy |
90,759
+93
| +0.1% | +$4.29K | 0.05% | 93 |
|
|
2022
Q1 | $4.5M | Sell |
90,666
-6,234
| -6% | -$293K | 0.05% | 91 |
|
|
2021
Q4 | $4.67M | Buy |
96,900
+3,240
| +3% | +$155K | 0.04% | 93 |
|
|
2021
Q3 | $4.35M | Buy |
93,660
+1,083
| +1% | +$52.2K | 0.04% | 92 |
|
|
2021
Q2 | $4.35M | Sell |
92,577
-660
| -0.7% | -$30.7K | 0.04% | 93 |
|
|
2021
Q1 | $4.22M | Buy |
93,237
+2,142
| +2% | +$99.2K | 0.05% | 91 |
|
|
2020
Q4 | $4.38M | Buy |
91,095
+1,995
| +2% | +$96.9K | 0.05% | 89 |
|
|
2020
Q3 | $4.16M | Buy |
89,100
+420
| +0.5% | +$18.7K | 0.05% | 87 |
|
|
2020
Q2 | $3.54M | Sell |
88,680
-9,381
| -10% | -$386K | 0.05% | 90 |
|
|
2020
Q1 | $3.71M | Sell |
98,061
-2,295
| -2% | -$88.3K | 0.06% | 82 |
|
|
2019
Q4 | $3.98M | Sell |
100,356
-2,388
| -2% | -$94.8K | 0.05% | 90 |
|
|
2019
Q3 | $4.07M | Sell |
102,744
-30
| -0% | -$1.13K | 0.06% | 88 |
|
|
2019
Q2 | $3.79M | Sell |
102,774
-75
| -0.1% | -$2.58K | 0.06% | 93 |
|
|
2019
Q1 | $3.34M | Buy |
102,849
+30
| +0% | +$973 | 0.05% | 103 |
|
|
2018
Q4 | $3.19M | Buy |
102,819
+894
| +0.9% | +$28.7K | 0.06% | 99 |
|
|
2018
Q3 | $3.19M | Buy |
101,925
+1,449
| +1% | +$44.3K | 0.05% | 102 |
|
|
2018
Q2 | $2.87M | Sell |
100,476
-8,025
| -7% | -$228K | 0.05% | 106 |
|
|
2018
Q1 | $3.22M | Buy |
108,501
+207
| +0.2% | +$6.66K | 0.06% | 105 |
|
|
2017
Q4 | $3.56M | Hold |
108,294
| – | – | 0.07% | 103 |
|
|
2017
Q3 | $2.82M | Buy |
108,294
+228
| +0.2% | +$5.98K | 0.05% | 107 |
|
|
2017
Q2 | $2.88M | Sell |
108,066
-600
| -0.6% | -$15.2K | 0.06% | 104 |
|
|
2017
Q1 | $2.61M | Sell |
108,666
-504
| -0.5% | -$11.6K | 0.05% | 109 |
|
|
2016
Q4 | $2.52M | Buy |
109,170
+99
| +0.1% | +$2.31K | 0.06% | 110 |
|
|
2016
Q3 | $2.62M | Sell |
109,071
-270
| -0.2% | -$6.55K | 0.06% | 111 |
|
|
2016
Q2 | $2.66M | Sell |
109,341
-4,353
| -4% | -$101K | 0.06% | 111 |
|
|
2016
Q1 | $2.6M | Sell |
113,694
-1,503
| -1% | -$33K | 0.06% | 110 |
|
|
2015
Q4 | $2.35M | Sell |
115,197
-1,812
| -2% | -$36.4K | 0.06% | 115 |
|
|
2015
Q3 | $2.77M | Hold |
117,009
| – | – | 0.07% | 108 |
|
|
2015
Q2 | $2.77M | Sell |
117,009
-2,577
| -2% | -$65.7K | 0.07% | 108 |
|
|
2015
Q1 | $3.28M | Sell |
119,586
-8,064
| -6% | -$229K | 0.08% | 101 |
|
|
2014
Q4 | $3.65M | Hold |
127,650
| – | – | 0.09% | 99 |
|
|
2014
Q3 | $3.25M | Sell |
127,650
-660
| -0.5% | -$16.7K | 0.09% | 102 |
|
|
2014
Q2 | $3.21M | Sell |
128,310
-13,149
| -9% | -$338K | 0.09% | 97 |
|
|
2014
Q1 | $3.6M | Sell |
141,459
-7,557
| -5% | -$190K | 0.1% | 99 |
|
|
2013
Q4 | $3.91M | Sell |
149,016
-1,536
| -1% | -$39.7K | 0.11% | 96 |
|
|
2013
Q3 | $3.71M | Buy |
150,552
+2,076
| +1% | +$52.3K | 0.11% | 97 |
|
|
2013
Q2 | $3.69M | Buy |
+148,476
| New | +$3.81M | 0.12% | 104 |
|
Other funds holding WMT
Loring Wolcott & Coolidge Fiduciary Advisors's WMT Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Walmart Inc (WMT) stake by 3.7% in Q2 2026, buying an estimated $319K and bringing the position to 71,995 shares worth $8.15M. The position accounts for 0.08% of the portfolio, ranked #78.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.8M in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 71,995 shares of Walmart Inc worth $8.15M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 2,573 Walmart Inc shares in Q2 2026, an estimated $319K.
- Walmart Inc made up 0.08% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #78 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Walmart Inc position peaked at $8.8M in Q1 2026.
- 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.