LVZ Inc
WMT icon

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
Q3 		$1.17M Buy
11,305
+487
+5% +$53.5K 0.12% 64
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 		$1000K 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% +$9K 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% -$9.7K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

LVZ Inc's WMT Position: Q3 2026 in Review

LVZ Inc increased its Walmart Inc (WMT) stake by 4.5% in Q3 2026, buying an estimated $53.5K and bringing the position to 11,305 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #64.

LVZ Inc first reported a position in WMT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.32M in Q1 2026. 2,454 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • LVZ Inc held 11,305 shares of Walmart Inc worth $1.17M as of Q3 2026.
  • LVZ Inc bought 487 Walmart Inc shares in Q3 2026, an estimated $53.5K.
  • Walmart Inc made up 0.12% of LVZ Inc's portfolio in Q3 2026, its #64 holding.
  • LVZ Inc first reported a position in Walmart Inc in Q4 2019 and has held it in 25 quarters since.
  • LVZ Inc's Walmart Inc position peaked at $1.32M in Q1 2026.
  • 2,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.