LRI Investments’s Walmart Inc WMT Stock Holding History

LRI Investments’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	$2.85M	Sell	25,153 -367	-1%	-$45.6K	0.23%	55
2026 Q1	$3.17M	Buy	25,520 +1,488	+6%	+$183K	0.28%	41
2025 Q4	$2.68M	Sell	24,032 -328	-1%	-$35.2K	0.22%	50
2025 Q3	$2.51M	Sell	24,360 -2,075	-8%	-$207K	0.21%	53
2025 Q2	$2.58M	Buy	26,435 +620	+2%	+$59.1K	0.22%	46
2025 Q1	$2.27M	Sell	25,815 -1,339	-5%	-$126K	0.22%	47
2024 Q4	$2.45M	Buy	27,154 +659	+2%	+$57.2K	0.24%	37
2024 Q3	$2.24M	Sell	26,495 -12	-0%	-$881	0.22%	40
2024 Q2	$1.79M	Hold	26,507	–	–	0.2%	39
2024 Q1	$1.59M	Buy	+26,507	New	+$1.52M	0.4%	36

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LRI Investments's WMT Position: Q2 2026 in Review

LRI Investments reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $45.6K and leaving 25,153 shares worth $2.85M. The position accounts for 0.23% of the portfolio, ranked #55.

LRI Investments first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.17M in Q1 2026. 2,106 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

LRI Investments held 25,153 shares of Walmart Inc worth $2.85M as of Q2 2026.
LRI Investments sold 367 Walmart Inc shares in Q2 2026, an estimated $45.6K.
Walmart Inc made up 0.23% of LRI Investments's portfolio in Q2 2026, its #55 holding.
LRI Investments first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Walmart Inc position peaked at $3.17M in Q1 2026.
2,106 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.