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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LWM Advisory Services's WMT Position: Q1 2026 in Review

LWM Advisory Services sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 2,008 shares — an estimated $224K sold.

LWM Advisory Services first reported a position in WMT in Q4 2021 and held it in 9 quarters. The position peaked at $262K in Q2 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • LWM Advisory Services reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • LWM Advisory Services sold 2,008 Walmart Inc shares in Q1 2026, an estimated $224K.
  • LWM Advisory Services first reported a position in Walmart Inc in Q4 2021 and held it in 9 quarters.
  • LWM Advisory Services's Walmart Inc position peaked at $262K in Q2 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.