LVM Capital Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $484K | Sell |
4,270
-50
| -1% | -$6.21K | 0.04% | 114 |
|
|
2026
Q1 | $537K | Hold |
4,320
| – | – | 0.05% | 108 |
|
|
2025
Q4 | $481K | Sell |
4,320
-252
| -6% | -$27.1K | 0.04% | 110 |
|
|
2025
Q3 | $471K | Buy |
4,572
+33
| +0.7% | +$3.29K | 0.05% | 119 |
|
|
2025
Q2 | $444K | Sell |
4,539
-45
| -1% | -$4.29K | 0.05% | 119 |
|
|
2025
Q1 | $402K | Sell |
4,584
-25
| -0.5% | -$2.35K | 0.04% | 117 |
|
|
2024
Q4 | $416K | Sell |
4,609
-482
| -9% | -$41.8K | 0.04% | 120 |
|
|
2024
Q3 | $345K | Hold |
5,091
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $345K | Buy |
5,091
+225
| +5% | +$14.2K | 0.04% | 122 |
|
|
2024
Q1 | $293K | Sell |
4,866
-13,134
| -73% | -$751K | 0.03% | 124 |
|
|
2023
Q4 | $946K | Buy |
18,000
+75
| +0.4% | +$3.97K | 0.12% | 70 |
|
|
2023
Q3 | $956K | Buy |
17,925
+12,084
| +207% | +$643K | 0.13% | 68 |
|
|
2023
Q2 | $306K | Hold |
5,841
| – | – | 0.04% | 117 |
|
|
2023
Q1 | $287K | Hold |
5,841
| – | – | 0.04% | 120 |
|
|
2022
Q4 | $276K | Sell |
5,841
-3,000
| -34% | -$142K | 0.04% | 116 |
|
|
2022
Q3 | $382K | Buy |
8,841
+3,030
| +52% | +$133K | 0.06% | 97 |
|
|
2022
Q2 | $236K | Buy |
5,811
+84
| +1% | +$3.87K | 0.03% | 119 |
|
|
2022
Q1 | $284K | Buy |
5,727
+1,392
| +32% | +$65.3K | 0.04% | 116 |
|
|
2021
Q4 | $209K | Buy |
+4,335
| New | +$207K | 0.03% | 124 |
|
|
2017
Q2 | – | Sell |
-14,400
| Closed | -$346K | – | 120 |
|
|
2017
Q1 | $346K | Hold |
14,400
| – | – | 0.09% | 79 |
|
|
2016
Q4 | $332K | Sell |
14,400
-140,826
| -91% | -$3.29M | 0.09% | 82 |
|
|
2016
Q3 | $3.88M | Buy |
155,226
+140,826
| +978% | +$3.42M | 1.25% | 28 |
|
|
2016
Q2 | $350K | Hold |
14,400
| – | – | 0.1% | 76 |
|
|
2016
Q1 | $329K | Sell |
14,400
-53,400
| -79% | -$1.17M | 0.1% | 81 |
|
|
2015
Q4 | $1.39M | Sell |
67,800
-19,725
| -23% | -$396K | 0.49% | 38 |
|
|
2015
Q3 | $1.89M | Sell |
87,525
-3,375
| -4% | -$77.4K | 0.68% | 35 |
|
|
2015
Q2 | $2.15M | Sell |
90,900
-900
| -1% | -$22.9K | 0.72% | 37 |
|
|
2015
Q1 | $2.52M | Sell |
91,800
-19,800
| -18% | -$562K | 0.84% | 36 |
|
|
2014
Q4 | $3.19M | Sell |
111,600
-37,476
| -25% | -$1.01M | 1.06% | 30 |
|
|
2014
Q3 | $3.8M | Sell |
149,076
-6,150
| -4% | -$155K | 1.25% | 28 |
|
|
2014
Q2 | $3.88M | Sell |
155,226
-85,425
| -35% | -$2.19M | 1.25% | 28 |
|
|
2014
Q1 | $6.13M | Buy |
240,651
+27,240
| +13% | +$684K | 2.14% | 21 |
|
|
2013
Q4 | $5.6M | Buy |
213,411
+2,211
| +1% | +$57.1K | 1.99% | 25 |
|
|
2013
Q3 | $5.21M | Sell |
211,200
-12,600
| -6% | -$318K | 1.96% | 24 |
|
|
2013
Q2 | $5.56M | Buy |
+223,800
| New | +$5.74M | 2.21% | 21 |
|
Other funds holding WMT
LVM Capital Management's WMT Position: Q2 2026 in Review
LVM Capital Management reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $6.21K and leaving 4,270 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #114.
LVM Capital Management first reported a position in WMT in Q2 2013 and has held it in 35 quarters since. The position peaked at $6.13M in Q1 2014. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- LVM Capital Management held 4,270 shares of Walmart Inc worth $484K as of Q2 2026.
- LVM Capital Management sold 50 Walmart Inc shares in Q2 2026, an estimated $6.21K.
- Walmart Inc made up 0.04% of LVM Capital Management's portfolio in Q2 2026, its #114 holding.
- LVM Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 35 quarters since.
- LVM Capital Management's Walmart Inc position peaked at $6.13M in Q1 2014.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.