LPL Financial
WMT icon

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
2026
Q1 		$957K Sell
7,700
-5,300
-41% -$651K ﹤0.01% 4226
2025
Q4 		$1.45M Buy
13,000
+3,100
+31% +$333K ﹤0.01% 3702
2025
Q3 		$1.02M Buy
9,900
+500
+5% +$49.8K ﹤0.01% 3985
2025
Q2 		$919K Buy
9,400
+900
+11% +$85.7K ﹤0.01% 3823
2025
Q1 		$746K Sell
8,500
-3,200
-27% -$300K ﹤0.01% 3794
2024
Q4 		$1.06M Buy
11,700
+6,600
+129% +$573K ﹤0.01% 3445
2024
Q3 		$412K Buy
5,100
+700
+16% +$51.4K ﹤0.01% 4170
2024
Q2 		$298K Buy
+4,400
New +$277K ﹤0.01% 4270

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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.