LWM Advisory Services’s Walmart Inc WMT Stock Holding History

LWM Advisory 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 Q2	$246K	Buy	+2,168	New	+$269K	0.44%	70
2026 Q1	–	Sell	-2,008	Closed	-$224K	–	90
2025 Q4	$224K	Sell	2,008 -151	-7%	-$16.2K	0.13%	79
2025 Q3	$222K	Sell	2,159 -525	-20%	-$52.3K	0.13%	91
2025 Q2	$262K	Sell	2,684 -180	-6%	-$17.1K	0.18%	83
2025 Q1	$253K	Buy	2,864 +237	+9%	+$22.2K	0.18%	86
2024 Q4	$237K	Buy	2,627 +48	+2%	+$4.17K	0.16%	86
2024 Q3	$208K	Buy	+2,579	New	+$189K	0.15%	92
2022 Q4	–	Sell	-5,232	Closed	-$232K	–	126
2022 Q3	$232K	Buy	+5,232	New	+$229K	0.26%	103
2022 Q2	–	Sell	-4,956	Closed	-$248K	–	125
2022 Q1	$248K	Sell	4,956 -483	-9%	-$22.7K	0.31%	93
2021 Q4	$262K	Buy	+5,439	New	+$260K	0.32%	87

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LWM Advisory Services's WMT Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Walmart Inc (WMT) in Q2 2026: 2,168 shares worth $246K. The stake represents 0.44% of the portfolio and ranks #70 among its holdings. This is a return to the name: LWM Advisory Services previously reported a position in WMT as recently as Q4 2025.

LWM Advisory Services first reported a position in WMT in Q4 2021 and has held it in 10 quarters since. The position peaked at $262K in Q2 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

LWM Advisory Services held 2,168 shares of Walmart Inc worth $246K as of Q2 2026.
Walmart Inc was a new LWM Advisory Services position in Q2 2026.
Walmart Inc made up 0.44% of LWM Advisory Services's portfolio in Q2 2026, its #70 holding.
LWM Advisory Services first reported a position in Walmart Inc in Q4 2021 and has held it in 10 quarters since.
LWM Advisory Services's Walmart Inc position peaked at $262K in Q2 2025.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.