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
Q2 		$714K Sell
6,300
-1,400
-18% -$174K ﹤0.01% 4727
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
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.