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Lugano Financial Advisors SA (LFA)’s Walmart Inc WMT Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$97.2K Buy
859
+223
+35% +$27.7K 0.06% 112
2026
Q1 		$79K Hold
636
– – 0.04% 122
2025
Q4 		$70.9K Hold
636
– – 0.04% 136
2025
Q3 		$65.5K Hold
636
– – 0.03% 127
2025
Q2 		$62.2K Buy
+636
New +$60.6K 0.04% 130

Other funds holding WMT

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Lugano Financial Advisors SA (LFA)'s WMT Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Walmart Inc (WMT) stake by 35% in Q2 2026, buying an estimated $27.7K and bringing the position to 859 shares worth $97.2K. The position accounts for 0.06% of the portfolio, ranked #112.

Lugano Financial Advisors SA (LFA) first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 859 shares of Walmart Inc worth $97.2K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) bought 223 Walmart Inc shares in Q2 2026, an estimated $27.7K.
  • Walmart Inc made up 0.06% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #112 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.