LWM
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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
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

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

Lyell Wealth Management's WMT Position: Q1 2026 in Review

Lyell Wealth Management increased its Walmart Inc (WMT) stake by 1.4% in Q1 2026, buying an estimated $207K and bringing the position to 125,615 shares worth $15.6M. The position accounts for 1.15% of the portfolio, ranked #26.

Lyell Wealth Management first reported a position in WMT in Q2 2021 and has held it in 18 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Lyell Wealth Management held 125,615 shares of Walmart Inc worth $15.6M as of Q1 2026.
  • Lyell Wealth Management bought 1,690 Walmart Inc shares in Q1 2026, an estimated $207K.
  • Walmart Inc made up 1.15% of Lyell Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Lyell Wealth Management first reported a position in Walmart Inc in Q2 2021 and has held it in 18 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.