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LVW Advisors’s Walmart Inc WMT Stock Holding History

LVW 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 		$2.64M Buy
23,279
+895
+4% +$111K 0.23% 62
2026
Q1 		$2.78M Buy
22,384
+437
+2% +$53.7K 0.27% 50
2025
Q4 		$2.45M Buy
21,947
+51
+0.2% +$5.48K 0.25% 55
2025
Q3 		$2.26M Sell
21,896
-825
-4% -$82.1K 0.23% 57
2025
Q2 		$2.22M Buy
22,721
+1,083
+5% +$103K 0.24% 57
2025
Q1 		$1.9M Sell
21,638
-2,009
-8% -$188K 0.23% 61
2024
Q4 		$2.14M Sell
23,647
-1,042
-4% -$90.4K 0.26% 59
2024
Q3 		$1.99M Sell
24,689
-944
-4% -$69.3K 0.25% 63
2024
Q2 		$1.74M Buy
25,633
+1,037
+4% +$65.3K 0.25% 61
2024
Q1 		$1.48M Buy
24,596
+7,022
+40% +$402K 0.25% 68
2023
Q4 		$923K Buy
17,574
+4,995
+40% +$264K 0.17% 90
2023
Q3 		$671K Buy
12,579
+4,287
+52% +$228K 0.14% 98
2023
Q2 		$434K Buy
8,292
+39
+0.5% +$1.97K 0.08% 139
2023
Q1 		$406K Buy
8,253
+2,289
+38% +$109K 0.08% 157
2022
Q4 		$282K Sell
5,964
-414
-6% -$19.7K 0.06% 192
2022
Q3 		$276K Sell
6,378
-51,024
-89% -$2.24M 0.06% 183
2022
Q2 		$2.33M Sell
57,402
-31,389
-35% -$1.45M 0.47% 60
2022
Q1 		$4.41M Buy
88,791
+789
+0.9% +$37K 0.75% 34
2021
Q4 		$4.24M Sell
88,002
-3,504
-4% -$167K 0.72% 34
2021
Q3 		$4.25M Buy
91,506
+1,806
+2% +$87K 0.73% 37
2021
Q2 		$4.22M Sell
89,700
-3,552
-4% -$165K 0.75% 37
2021
Q1 		$4.22M Buy
93,252
+849
+0.9% +$39.3K 0.81% 34
2020
Q4 		$4.44M Sell
92,403
-8,259
-8% -$401K 0.89% 30
2020
Q3 		$4.69M Sell
100,662
-2,580
-2% -$115K 1.03% 18
2020
Q2 		$4.12M Buy
103,242
+7,011
+7% +$288K 0.99% 25
2020
Q1 		$3.65M Buy
96,231
+3,522
+4% +$135K 0.97% 25
2019
Q4 		$3.67M Buy
92,709
+10,098
+12% +$401K 0.83% 28
2019
Q3 		$3.27M Sell
82,611
-11,055
-12% -$417K 0.81% 32
2019
Q2 		$3.45M Sell
93,666
-249
-0.3% -$8.58K 0.95% 29
2019
Q1 		$3.05M Sell
93,915
-2,613
-3% -$84.7K 0.81% 37
2018
Q4 		$3M Buy
96,528
+2,628
+3% +$84.3K 1.01% 30
2018
Q3 		$2.94M Buy
93,900
+1,209
+1% +$37K 0.83% 27
2018
Q2 		$2.65M Buy
92,691
+8,094
+10% +$230K 0.84% 30
2018
Q1 		$2.51M Sell
84,597
-9,576
-10% -$308K 0.78% 31
2017
Q4 		$3.1M Sell
94,173
-606
-0.6% -$18.5K 0.91% 29
2017
Q3 		$2.47M Sell
94,779
-957
-1% -$25.1K 0.98% 27
2017
Q2 		$2.42M Sell
95,736
-1,179
-1% -$29.9K 0.85% 32
2017
Q1 		$2.33M Buy
96,915
+6,609
+7% +$152K 0.83% 33
2016
Q4 		$2.08M Buy
90,306
+3,813
+4% +$89K 0.73% 36
2016
Q3 		$2.08M Buy
86,493
+2,370
+3% +$57.5K 0.68% 35
2016
Q2 		$2.05M Buy
84,123
+2,751
+3% +$63.7K 0.77% 36
2016
Q1 		$1.86M Buy
+81,372
New +$1.78M 0.59% 36

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LVW Advisors's WMT Position: Q2 2026 in Review

LVW Advisors increased its Walmart Inc (WMT) stake by 4% in Q2 2026, buying an estimated $111K and bringing the position to 23,279 shares worth $2.64M. The position accounts for 0.23% of the portfolio, ranked #62.

LVW Advisors first reported a position in WMT in Q1 2016 and has held it in 42 quarters since. The position peaked at $4.69M in Q3 2020. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LVW Advisors held 23,279 shares of Walmart Inc worth $2.64M as of Q2 2026.
  • LVW Advisors bought 895 Walmart Inc shares in Q2 2026, an estimated $111K.
  • Walmart Inc made up 0.23% of LVW Advisors's portfolio in Q2 2026, its #62 holding.
  • LVW Advisors first reported a position in Walmart Inc in Q1 2016 and has held it in 42 quarters since.
  • LVW Advisors's Walmart Inc position peaked at $4.69M in Q3 2020.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.