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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lutz Financial Services's WMT Position: Q1 2026 in Review

Lutz Financial Services increased its Walmart Inc (WMT) stake by 1.2% in Q1 2026, buying an estimated $3.19K and bringing the position to 2,230 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #94.

Lutz Financial Services first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Lutz Financial Services held 2,230 shares of Walmart Inc worth $277K as of Q1 2026.
  • Lutz Financial Services bought 26 Walmart Inc shares in Q1 2026, an estimated $3.19K.
  • Walmart Inc made up 0.02% of Lutz Financial Services's portfolio in Q1 2026, its #94 holding.
  • Lutz Financial Services first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.