Lorne Steinberg Wealth Management’s Walmart Inc WMT Stock Holding History

Lorne Steinberg 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	$423K	Buy	3,736 +515	+16%	+$63.9K	0.09%	60
2026 Q1	$400K	Buy	3,221 +725	+29%	+$89K	0.09%	59
2025 Q4	$278K	Buy	2,496 +147	+6%	+$15.8K	0.06%	65
2025 Q3	$242K	Sell	2,349 -45	-2%	-$4.48K	0.06%	66
2025 Q2	$234K	Hold	2,394	–	–	0.06%	67
2025 Q1	$210K	Hold	2,394	–	–	0.06%	68
2024 Q4	$216K	Buy	+2,394	New	+$208K	0.06%	67
2021 Q1	–	Sell	-4,209	Closed	-$203K	–	66
2020 Q4	$203K	Buy	+4,209	New	+$204K	0.13%	59

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Lorne Steinberg Wealth Management's WMT Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Walmart Inc (WMT) stake by 16% in Q2 2026, buying an estimated $63.9K and bringing the position to 3,736 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #60.

Lorne Steinberg Wealth Management first reported a position in WMT in Q4 2020 and has held it in 8 quarters since. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lorne Steinberg Wealth Management held 3,736 shares of Walmart Inc worth $423K as of Q2 2026.
Lorne Steinberg Wealth Management bought 515 Walmart Inc shares in Q2 2026, an estimated $63.9K.
Walmart Inc made up 0.09% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #60 holding.
Lorne Steinberg Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 8 quarters since.
2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.