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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's WMT Position: Q1 2026 in Review

LPL Financial increased its Walmart Inc (WMT) stake by 0.61% in Q1 2026, buying an estimated $6.58M and bringing the position to 8,904,910 shares worth $1.11B. The position accounts for 0.29% of the portfolio, ranked #62.

LPL Financial first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

LPL Financial held 8,904,910 shares of Walmart Inc worth $1.11B as of Q1 2026.
LPL Financial bought 53,611 Walmart Inc shares in Q1 2026, an estimated $6.58M.
Walmart Inc made up 0.29% of LPL Financial's portfolio in Q1 2026, its #62 holding.
LPL Financial first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.