Lutz Financial Services’s Walmart Inc WMT Stock Holding History

Lutz Financial Services’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	$254K	Buy	2,239 +9	+0.4%	+$1.12K	0.02%	101
2026 Q1	$277K	Buy	2,230 +26	+1%	+$3.19K	0.02%	94
2025 Q4	$246K	Sell	2,204 -242	-10%	-$26K	0.02%	95
2025 Q3	$252K	Sell	2,446 -30	-1%	-$2.99K	0.02%	90
2025 Q2	$242K	Sell	2,476 -28	-1%	-$2.67K	0.02%	91
2025 Q1	$220K	Sell	2,504 -14	-0.6%	-$1.31K	0.02%	90
2024 Q4	$228K	Sell	2,518 -169	-6%	-$14.7K	0.02%	88
2024 Q3	$217K	Buy	+2,687	New	+$197K	0.02%	86

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lutz Financial Services's WMT Position: Q2 2026 in Review

Lutz Financial Services increased its Walmart Inc (WMT) stake by 0.4% in Q2 2026, buying an estimated $1.12K and bringing the position to 2,239 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #101.

Lutz Financial Services first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $277K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Lutz Financial Services held 2,239 shares of Walmart Inc worth $254K as of Q2 2026.
Lutz Financial Services bought 9 Walmart Inc shares in Q2 2026, an estimated $1.12K.
Walmart Inc made up 0.02% of Lutz Financial Services's portfolio in Q2 2026, its #101 holding.
Lutz Financial Services first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Lutz Financial Services's Walmart Inc position peaked at $277K in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.