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Mount Lucas Management’s Walmart Inc WMT Stock Holding History

Mount Lucas 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 		– Sell
-15,668
Closed -$1.75M – 209
2025
Q4 		$1.75M Sell
15,668
-17
-0.1% -$1.82K 0.7% 43
2025
Q3 		$1.62M Buy
15,685
+480
+3% +$47.8K 0.66% 41
2025
Q2 		$1.49M Sell
15,205
-2,375
-14% -$226K 0.63% 39
2025
Q1 		$1.54M Buy
+17,580
New +$1.65M 0.5% 52
2021
Q2 		– Sell
-29,724
Closed -$1.35M – 132
2021
Q1 		$1.35M Buy
29,724
+2,907
+11% +$135K 0.4% 68
2020
Q4 		$1.29M Buy
26,817
+123
+0.5% +$5.97K 0.27% 102
2020
Q3 		$1.25M Sell
26,694
-2,028
-7% -$90.2K 0.26% 63
2020
Q2 		$1.15M Buy
+28,722
New +$1.18M 0.23% 58
2017
Q3 		– Sell
-359,889
Closed -$9.08M – 147
2017
Q2 		$9.08M Buy
359,889
+831
+0.2% +$21.1K 1.71% 23
2017
Q1 		$8.63M Sell
359,058
-42,828
-11% -$986K 1.72% 23
2016
Q4 		$9.26M Sell
401,886
-73,764
-16% -$1.72M 1.76% 24
2016
Q3 		$11.4M Buy
+475,650
New +$11.5M 2.03% 16

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

Mount Lucas Management's WMT Position: Q1 2026 in Review

Mount Lucas Management sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 15,668 shares — an estimated $1.75M sold.

Mount Lucas Management first reported a position in WMT in Q3 2016 and held it in 12 quarters. The position peaked at $11.4M in Q3 2016. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mount Lucas Management reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 15,668 Walmart Inc shares in Q1 2026, an estimated $1.75M.
  • Mount Lucas Management first reported a position in Walmart Inc in Q3 2016 and held it in 12 quarters.
  • Mount Lucas Management's Walmart Inc position peaked at $11.4M in Q3 2016.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.