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LVZ Inc’s Walmart Inc WMT Stock Holding History

LVZ Inc’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 		$1.23M Buy
10,818
+162
+2% +$20.1K 0.12% 62
2026
Q1 		$1.32M Buy
10,656
+217
+2% +$26.6K 0.15% 45
2025
Q4 		$1.16M Buy
10,439
+736
+8% +$79K 0.13% 52
2025
Q3 		$1,000K Buy
9,703
+283
+3% +$28.2K 0.11% 55
2025
Q2 		$921K Buy
9,420
+7
+0.1% +$667 0.11% 56
2025
Q1 		$826K Buy
9,413
+585
+7% +$54.9K 0.11% 58
2024
Q4 		$798K Buy
8,828
+827
+10% +$71.8K 0.1% 54
2024
Q3 		$646K Buy
8,001
+177
+2% +$13K 0.08% 57
2024
Q2 		$530K Buy
7,824
+143
+2% +$9.01K 0.07% 64
2024
Q1 		$462K Sell
7,681
-209
-3% -$12K 0.06% 74
2023
Q4 		$415K Buy
7,890
+417
+6% +$22.1K 0.06% 80
2023
Q3 		$398K Sell
7,473
-1,665
-18% -$88.6K 0.06% 66
2023
Q2 		$479K Sell
9,138
-192
-2% -$9.69K 0.07% 76
2023
Q1 		$459K Buy
9,330
+630
+7% +$29.9K 0.07% 77
2022
Q4 		$411K Buy
8,700
+1,317
+18% +$62.5K 0.06% 81
2022
Q3 		$319K Sell
7,383
-6
-0.1% -$263 0.06% 79
2022
Q2 		$299K Buy
7,389
+636
+9% +$29.3K 0.05% 83
2022
Q1 		$335K Sell
6,753
-66
-1% -$3.1K 0.05% 79
2021
Q4 		$329K Buy
6,819
+765
+13% +$36.5K 0.04% 79
2021
Q3 		$281K Buy
6,054
+288
+5% +$13.9K 0.04% 80
2021
Q2 		$271K Buy
5,766
+399
+7% +$18.6K 0.04% 86
2021
Q1 		$243K Sell
5,367
-27
-0.5% -$1.25K 0.04% 93
2020
Q4 		$259K Buy
+5,394
New +$262K 0.04% 82
2020
Q1 		– Sell
-5,226
Closed -$207K – 93
2019
Q4 		$207K Buy
+5,226
New +$208K 0.04% 86

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

LVZ Inc's WMT Position: Q2 2026 in Review

LVZ Inc increased its Walmart Inc (WMT) stake by 1.5% in Q2 2026, buying an estimated $20.1K and bringing the position to 10,818 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #62.

LVZ Inc first reported a position in WMT in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.32M in Q1 2026. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • LVZ Inc held 10,818 shares of Walmart Inc worth $1.23M as of Q2 2026.
  • LVZ Inc bought 162 Walmart Inc shares in Q2 2026, an estimated $20.1K.
  • Walmart Inc made up 0.12% of LVZ Inc's portfolio in Q2 2026, its #62 holding.
  • LVZ Inc first reported a position in Walmart Inc in Q4 2019 and has held it in 24 quarters since.
  • LVZ Inc's Walmart Inc position peaked at $1.32M in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.