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LS Investment Advisors’s Walmart Inc WMT Stock Holding History

LS Investment Advisors’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 		$15.4M Sell
135,870
-1,757
-1% -$218K 2.09% 13
2026
Q1 		$17.1M Sell
137,627
-14,668
-10% -$1.8M 2.56% 9
2025
Q4 		$17M Sell
152,295
-1,753
-1% -$188K 2.38% 12
2025
Q3 		$15.9M Sell
154,048
-7,837
-5% -$780K 2.24% 12
2025
Q2 		$15.8M Sell
161,885
-1,466
-0.9% -$140K 2.31% 12
2025
Q1 		$14.3M Sell
163,351
-3,848
-2% -$361K 2.21% 12
2024
Q4 		$15.1M Sell
167,199
-2,598
-2% -$225K 2.22% 10
2024
Q3 		$13.7M Sell
169,797
-2,983
-2% -$219K 2.03% 14
2024
Q2 		$11.7M Sell
172,780
-2,249
-1% -$142K 1.83% 17
2024
Q1 		$10.5M Buy
175,029
+5,421
+3% +$310K 1.67% 19
2023
Q4 		$8.91M Buy
169,608
+2,670
+2% +$141K 1.55% 22
2023
Q3 		$8.9M Sell
166,938
-3,672
-2% -$195K 1.67% 23
2023
Q2 		$8.94M Buy
170,610
+48
+0% +$2.42K 1.57% 22
2023
Q1 		$8.38M Buy
170,562
+243
+0.1% +$11.5K 1.55% 24
2022
Q4 		$8.05M Sell
170,319
-3,171
-2% -$151K 1.57% 25
2022
Q3 		$7.5M Buy
173,490
+8,145
+5% +$357K 1.52% 25
2022
Q2 		$6.7M Buy
165,345
+41,190
+33% +$1.9M 1.25% 36
2022
Q1 		$6.16M Buy
124,155
+64,110
+107% +$3.01M 0.98% 38
2021
Q4 		$2.9M Sell
60,045
-44,850
-43% -$2.14M 0.44% 46
2021
Q3 		$4.87M Buy
104,895
+94,065
+869% +$4.53M 0.63% 39
2021
Q2 		$509K Sell
10,830
-174,552
-94% -$8.13M 0.06% 106
2021
Q1 		$8.39M Sell
185,382
-27,273
-13% -$1.26M 0.47% 51
2020
Q4 		$10.2M Sell
212,655
-7,680
-3% -$373K 0.54% 44
2020
Q3 		$10.3M Buy
220,335
+12,723
+6% +$566K 0.58% 35
2020
Q2 		$8.29M Sell
207,612
-25,647
-11% -$1.05M 0.51% 45
2020
Q1 		$8.83M Sell
233,259
-4,470
-2% -$172K 0.64% 33
2019
Q4 		$9.42M Sell
237,729
-264
-0.1% -$10.5K 0.51% 40
2019
Q3 		$9.41M Buy
237,993
+4,920
+2% +$186K 0.55% 41
2019
Q2 		$8.58M Buy
233,073
+32,766
+16% +$1.13M 0.52% 43
2019
Q1 		$6.51M Sell
200,307
-10,173
-5% -$330K 0.41% 51
2018
Q4 		$6.54M Sell
210,480
-18,111
-8% -$581K 0.46% 51
2018
Q3 		$7.16M Buy
228,591
+12,708
+6% +$389K 0.41% 55
2018
Q2 		$6.16M Buy
215,883
+9,882
+5% +$281K 0.37% 58
2018
Q1 		$6.11M Sell
206,001
-37,743
-15% -$1.21M 0.36% 57
2017
Q4 		$8.02M Sell
243,744
-16,323
-6% -$499K 0.47% 46
2017
Q3 		$6.77M Buy
260,067
+37,050
+17% +$972K 0.4% 53
2017
Q2 		$5.63M Sell
223,017
-49,176
-18% -$1.25M 0.34% 60
2017
Q1 		$6.54M Buy
272,193
+34,446
+14% +$793K 0.42% 53
2016
Q4 		$5.48M Buy
237,747
+48,567
+26% +$1.13M 0.39% 52
2016
Q3 		$4.55M Sell
189,180
-36,417
-16% -$884K 0.33% 60
2016
Q2 		$5.49M Buy
225,597
+22,905
+11% +$530K 0.38% 58
2016
Q1 		$4.63M Sell
202,692
-1,089
-0.5% -$23.9K 0.35% 61
2015
Q4 		$4.16M Sell
203,781
-29,787
-13% -$598K 0.32% 65
2015
Q3 		$5.05M Buy
233,568
+13,530
+6% +$310K 0.41% 54
2015
Q2 		$5.2M Buy
220,038
+7,884
+4% +$201K 0.39% 55
2015
Q1 		$5.82M Buy
212,154
+35,079
+20% +$995K 0.44% 52
2014
Q4 		$5.07M Sell
177,075
-6,561
-4% -$177K 0.41% 54
2014
Q3 		$4.68M Buy
183,636
+5,418
+3% +$137K 0.4% 56
2014
Q2 		$4.46M Buy
178,218
+1,758
+1% +$45.2K 0.38% 56
2014
Q1 		$4.5M Buy
176,460
+12,723
+8% +$320K 0.37% 60
2013
Q4 		$4.29M Buy
163,737
+49,743
+44% +$1.28M 0.39% 57
2013
Q3 		$2.81M Buy
113,994
+20,691
+22% +$522K 0.34% 65
2013
Q2 		$2.32M Buy
+93,303
New +$2.39M 0.3% 68

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LS Investment Advisors's WMT Position: Q2 2026 in Review

LS Investment Advisors reduced its Walmart Inc (WMT) stake by 1.3% in Q2 2026, selling an estimated $218K and leaving 135,870 shares worth $15.4M. The position accounts for 2.09% of the portfolio, ranked #13.

LS Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.1M in Q1 2026. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LS Investment Advisors held 135,870 shares of Walmart Inc worth $15.4M as of Q2 2026.
  • LS Investment Advisors sold 1,757 Walmart Inc shares in Q2 2026, an estimated $218K.
  • Walmart Inc made up 2.09% of LS Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • LS Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • LS Investment Advisors's Walmart Inc position peaked at $17.1M in Q1 2026.
  • 1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.