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Lynch & Associates’s Walmart Inc WMT Stock Holding History

Lynch & Associates’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 		$20M Sell
176,203
-1,325
-0.7% -$164K 3.49% 5
2026
Q1 		$22.1M Sell
177,528
-3,510
-2% -$431K 4.14% 2
2025
Q4 		$20.2M Sell
181,038
-8,498
-4% -$912K 3.81% 4
2025
Q3 		$19.5M Sell
189,536
-6,307
-3% -$628K 3.77% 4
2025
Q2 		$19.1M Sell
195,843
-6,682
-3% -$637K 3.86% 3
2025
Q1 		$17.8M Sell
202,525
-4,886
-2% -$458K 3.85% 3
2024
Q4 		$18.7M Sell
207,411
-3,850
-2% -$334K 4.07% 3
2024
Q3 		$17.1M Sell
211,261
-2,828
-1% -$208K 3.61% 4
2024
Q2 		$14.5M Buy
214,089
+3,839
+2% +$242K 3.27% 5
2024
Q1 		$12.7M Sell
210,250
-11,129
-5% -$637K 2.92% 8
2023
Q4 		$11.6M Sell
221,379
-1,170
-0.5% -$61.9K 2.83% 8
2023
Q3 		$11.9M Sell
222,549
-2,868
-1% -$153K 3.13% 7
2023
Q2 		$11.8M Buy
225,417
+2,883
+1% +$145K 3.02% 7
2023
Q1 		$10.9M Sell
222,534
-4,242
-2% -$201K 2.87% 9
2022
Q4 		$10.7M Sell
226,776
-2,265
-1% -$108K 2.8% 10
2022
Q3 		$9.9M Sell
229,041
-5,451
-2% -$239K 2.9% 9
2022
Q2 		$9.5M Buy
234,492
+1,614
+0.7% +$74.4K 2.59% 11
2022
Q1 		$11.6M Buy
232,878
+1,041
+0.4% +$48.9K 2.8% 8
2021
Q4 		$11.2M Buy
231,837
+1,104
+0.5% +$52.7K 2.64% 9
2021
Q3 		$10.7M Sell
230,733
-1,377
-0.6% -$66.3K 2.78% 8
2021
Q2 		$10.9M Buy
232,110
+846
+0.4% +$39.4K 2.8% 8
2021
Q1 		$10.5M Buy
231,264
+6,186
+3% +$287K 2.83% 8
2020
Q4 		$10.8M Sell
225,078
-2,949
-1% -$143K 2.95% 7
2020
Q3 		$10.6M Buy
228,027
+1,344
+0.6% +$59.8K 3.18% 7
2020
Q2 		$9.05M Buy
226,683
+558
+0.2% +$23K 2.93% 8
2020
Q1 		$8.56M Buy
226,125
+930
+0.4% +$35.8K 3.15% 7
2019
Q4 		$8.92M Sell
225,195
-1,665
-0.7% -$66.1K 2.56% 9
2019
Q3 		$8.97M Sell
226,860
-336
-0.1% -$12.7K 2.74% 8
2019
Q2 		$8.37M Buy
227,196
+2,151
+1% +$74.1K 2.72% 10
2019
Q1 		$7.32M Buy
225,045
+12,945
+6% +$420K 2.43% 13
2018
Q4 		$6.59M Buy
212,100
+36,015
+20% +$1.15M 2.46% 12
2018
Q3 		$5.51M Buy
176,085
+7,599
+5% +$232K 1.86% 19
2018
Q2 		$4.81M Buy
168,486
+1,887
+1% +$53.6K 1.74% 22
2018
Q1 		$4.94M Buy
166,599
+69
+0% +$2.22K 1.89% 21
2017
Q4 		$5.48M Buy
166,530
+4,410
+3% +$135K 2.05% 16
2017
Q3 		$4.22M Buy
162,120
+3,483
+2% +$91.4K 1.68% 25
2017
Q2 		$4M Buy
158,637
+7,968
+5% +$202K 1.58% 24
2017
Q1 		$3.62M Buy
150,669
+4,182
+3% +$96.2K 1.48% 26
2016
Q4 		$3.38M Buy
146,487
+7,320
+5% +$171K 1.42% 25
2016
Q3 		$3.35M Buy
139,167
+6,075
+5% +$147K 1.47% 21
2016
Q2 		$3.24M Buy
133,092
+9,117
+7% +$211K 1.45% 23
2016
Q1 		$2.83M Buy
123,975
+24,681
+25% +$541K 1.35% 27
2015
Q4 		$2.03M Sell
99,294
-28,746
-22% -$577K 1.04% 32
2015
Q3 		$2.77M Buy
128,040
+1,653
+1% +$37.9K 1.53% 21
2015
Q2 		$2.99M Sell
126,387
-4,497
-3% -$115K 1.56% 21
2015
Q1 		$3.59M Buy
130,884
+7,050
+6% +$200K 1.89% 17
2014
Q4 		$3.54M Buy
123,834
+2,964
+2% +$80.1K 1.91% 17
2014
Q3 		$3.08M Sell
120,870
-1,125
-0.9% -$28.4K 1.73% 20
2014
Q2 		$3.05M Buy
121,995
+2,868
+2% +$73.7K 1.74% 20
2014
Q1 		$3.04M Sell
119,127
-8,175
-6% -$205K 1.79% 18
2013
Q4 		$3.34M Buy
127,302
+3,225
+3% +$83.3K 1.99% 12
2013
Q3 		$3.06M Buy
124,077
+3,300
+3% +$83.2K 2.04% 12
2013
Q2 		$3M Buy
+120,777
New +$3.1M 2.07% 13

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Lynch & Associates's WMT Position: Q2 2026 in Review

Lynch & Associates reduced its Walmart Inc (WMT) stake by 0.75% in Q2 2026, selling an estimated $164K and leaving 176,203 shares worth $20M. The position accounts for 3.49% of the portfolio, ranked #5.

Lynch & Associates first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.1M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Lynch & Associates held 176,203 shares of Walmart Inc worth $20M as of Q2 2026.
  • Lynch & Associates sold 1,325 Walmart Inc shares in Q2 2026, an estimated $164K.
  • Walmart Inc made up 3.49% of Lynch & Associates's portfolio in Q2 2026, its #5 holding.
  • Lynch & Associates first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Walmart Inc position peaked at $22.1M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.