Lyell Wealth Management
WMT icon

Lyell Wealth Management’s Walmart Inc WMT Stock Holding History

Lyell Wealth Management’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 		$13.7M Buy
132,134
+2,451
+2% +$269K 0.81% 35
2026
Q2 		$14.7M Buy
129,683
+4,068
+3% +$505K 0.9% 33
2026
Q1 		$15.6M Buy
125,615
+1,690
+1% +$207K 1.15% 26
2025
Q4 		$13.8M Buy
123,925
+3,515
+3% +$377K 1% 35
2025
Q3 		$12.4M Buy
120,410
+1,777
+1% +$177K 0.92% 39
2025
Q2 		$11.6M Buy
118,633
+14,620
+14% +$1.39M 0.92% 39
2025
Q1 		$9.13M Buy
104,013
+9,867
+10% +$926K 0.85% 41
2024
Q4 		$8.51M Buy
94,146
+11,416
+14% +$991K 0.76% 45
2024
Q3 		$6.68M Buy
82,730
+8,574
+12% +$630K 0.61% 56
2024
Q2 		$5.02M Buy
74,156
+68,349
+1,177% +$4.3M 0.48% 66
2024
Q1 		$349K Buy
5,807
+1,121
+24% +$64.1K 0.04% 161
2023
Q4 		$246K Buy
4,686
+105
+2% +$5.56K 0.03% 173
2023
Q3 		$244K Hold
4,581
– – 0.03% 162
2023
Q2 		$240K Sell
4,581
-15
-0.3% -$757 0.03% 169
2023
Q1 		$226K Buy
4,596
+15
+0.3% +$712 0.03% 186
2022
Q4 		$217K Buy
+4,581
New +$218K 0.03% 182
2022
Q2 		– Sell
-4,626
Closed -$230K – 202
2022
Q1 		$230K Buy
4,626
+189
+4% +$8.87K 0.03% 184
2021
Q4 		$215K Buy
4,437
+114
+3% +$5.44K 0.02% 179
2021
Q3 		$201K Hold
4,323
– – 0.02% 178
2021
Q2 		$203K Buy
+4,323
New +$201K 0.03% 183

Other funds holding WMT

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
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
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lyell Wealth Management's WMT Position: Q3 2026 in Review

Lyell Wealth Management increased its Walmart Inc (WMT) stake by 1.9% in Q3 2026, buying an estimated $269K and bringing the position to 132,134 shares worth $13.7M. The position accounts for 0.81% of the portfolio, ranked #35.

Lyell Wealth Management first reported a position in WMT in Q2 2021 and has held it in 20 quarters since. The position peaked at $15.6M in Q1 2026. 2,313 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Lyell Wealth Management held 132,134 shares of Walmart Inc worth $13.7M as of Q3 2026.
  • Lyell Wealth Management bought 2,451 Walmart Inc shares in Q3 2026, an estimated $269K.
  • Walmart Inc made up 0.81% of Lyell Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Lyell Wealth Management first reported a position in Walmart Inc in Q2 2021 and has held it in 20 quarters since.
  • Lyell Wealth Management's Walmart Inc position peaked at $15.6M in Q1 2026.
  • 2,313 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.