LPL Financial’s Walmart Inc WMT Stock Holding History

LPL Financial’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
2023 Q4	–	Sell	-7,500	Closed	-$400K	–	4912
2023 Q3	$400K	Buy	+7,500	New	+$399K	﹤0.01%	3661

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LPL Financial's WMT Position: Q2 2026 in Review

LPL Financial increased its Walmart Inc (WMT) stake by 1.3% in Q2 2026, buying an estimated $14.5M and bringing the position to 9,021,503 shares worth $1.02B. The position accounts for 0.23% of the portfolio, ranked #90.

LPL Financial first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.11B in Q1 2026. 4,408 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

LPL Financial held 9,021,503 shares of Walmart Inc worth $1.02B as of Q2 2026.
LPL Financial bought 116,593 Walmart Inc shares in Q2 2026, an estimated $14.5M.
Walmart Inc made up 0.23% of LPL Financial's portfolio in Q2 2026, its #90 holding.
LPL Financial first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
LPL Financial's Walmart Inc position peaked at $1.11B in Q1 2026.
4,408 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.