Moody Lynn & Lieberson’s Walmart Inc WMT Stock Holding History

Moody Lynn & Lieberson’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	$1.62M	Hold	14,311	–	–	0.09%	94
2026 Q1	$1.78M	Buy	14,311 +21	+0.1%	+$2.58K	0.1%	85
2025 Q4	$1.59M	Sell	14,290 -22,074	-61%	-$2.37M	0.08%	95
2025 Q3	$3.75M	Buy	36,364 +21,364	+142%	+$2.13M	0.2%	69
2025 Q2	$1.47M	Buy	15,000 +2,150	+17%	+$205K	0.08%	100
2025 Q1	$1.13M	Sell	12,850 -1,053	-8%	-$98.8K	0.07%	108
2024 Q4	$1.26M	Buy	13,903 +121	+0.9%	+$10.5K	0.08%	102
2024 Q3	$1.11M	Buy	13,782 +2,262	+20%	+$166K	0.07%	117
2024 Q2	$780K	Hold	11,520	–	–	0.05%	131
2024 Q1	$693K	Buy	11,520 +1,080	+10%	+$61.8K	0.05%	137
2023 Q4	$549K	Sell	10,440 -73,716	-88%	-$3.9M	0.04%	150
2023 Q3	$4.49M	Buy	84,156 +27,531	+49%	+$1.47M	0.38%	51
2023 Q2	$2.97M	Buy	56,625 +42,513	+301%	+$2.14M	0.24%	72
2023 Q1	$694K	Sell	14,112 -150	-1%	-$7.12K	0.06%	129
2022 Q4	$674K	Sell	14,262 -48	-0.3%	-$2.28K	0.06%	135
2022 Q3	$619K	Sell	14,310 -1,242	-8%	-$54.4K	0.06%	129
2022 Q2	$630K	Sell	15,552 -90	-0.6%	-$4.15K	0.06%	134
2022 Q1	$776K	Sell	15,642 -267	-2%	-$12.5K	0.06%	132
2021 Q4	$767K	Sell	15,909 -6	-0%	-$286	0.05%	144
2021 Q3	$739K	Hold	15,915	–	–	0.06%	139
2021 Q2	$748K	Buy	15,915 +156	+1%	+$7.27K	0.06%	134
2021 Q1	$714K	Buy	15,759 +486	+3%	+$22.5K	0.06%	132
2020 Q4	$734K	Hold	15,273	–	–	0.06%	123
2020 Q3	$712K	Sell	15,273 -900	-6%	-$40K	0.07%	118
2020 Q2	$646K	Buy	16,173 +750	+5%	+$30.9K	0.07%	112
2020 Q1	$584	Sell	15,423 -558	-3%	-$21.5K	0.08%	98
2019 Q4	$633K	Buy	15,981 +651	+4%	+$25.9K	0.06%	138
2019 Q3	$606K	Hold	15,330	–	–	0.07%	121
2019 Q2	$565K	Buy	15,330 +225	+1%	+$7.75K	0.06%	139
2019 Q1	$491K	Hold	15,105	–	–	0.06%	144
2018 Q4	$469K	Buy	15,105 +597	+4%	+$19.1K	0.06%	139
2018 Q3	$454K	Buy	14,508 +975	+7%	+$29.8K	0.05%	164
2018 Q2	$386K	Sell	13,533 -1,542	-10%	-$43.8K	0.05%	176
2018 Q1	$447K	Buy	15,075 +900	+6%	+$28.9K	0.05%	163
2017 Q4	$509K	Hold	14,175	–	–	0.05%	159
2017 Q3	$369K	Hold	14,175	–	–	0.04%	181
2017 Q2	$358K	Buy	14,175 +3,000	+27%	+$76.2K	0.05%	181
2017 Q1	$268K	Hold	11,175	–	–	0.04%	158
2016 Q4	$257K	Hold	11,175	–	–	0.04%	156
2016 Q3	$269K	Hold	11,175	–	–	0.04%	153
2016 Q2	$272K	Hold	11,175	–	–	0.05%	140
2016 Q1	$255K	Hold	11,175	–	–	0.04%	146
2015 Q4	$228K	Hold	11,175	–	–	0.04%	163
2015 Q3	$242K	Hold	11,175	–	–	0.05%	154
2015 Q2	$264K	Hold	11,175	–	–	0.04%	168
2015 Q1	$306K	Hold	11,175	–	–	0.05%	153
2014 Q4	$320K	Hold	11,175	–	–	0.05%	158
2014 Q3	$285K	Hold	11,175	–	–	0.04%	156
2014 Q2	$280K	Hold	11,175	–	–	0.04%	165
2014 Q1	$285K	Sell	11,175 -1,320	-11%	-$33.1K	0.04%	167
2013 Q4	$328K	Buy	12,495 +1,320	+12%	+$34.1K	0.04%	154
2013 Q3	$276K	Sell	11,175 -24	-0.2%	-$605	0.04%	151
2013 Q2	$278K	Buy	+11,199	New	+$287K	0.05%	129

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moody Lynn & Lieberson's WMT Position: Q2 2026 in Review

Moody Lynn & Lieberson held its Walmart Inc (WMT) position steady in Q2 2026 at 14,311 shares worth $1.62M. The position accounts for 0.09% of the portfolio, ranked #94.

Moody Lynn & Lieberson first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.49M in Q3 2023. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Moody Lynn & Lieberson held 14,311 shares of Walmart Inc worth $1.62M as of Q2 2026.
Moody Lynn & Lieberson left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.09% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #94 holding.
Moody Lynn & Lieberson first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
Moody Lynn & Lieberson's Walmart Inc position peaked at $4.49M in Q3 2023.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.