Owen LaRue’s Walmart Inc WMT Stock Holding History

Owen LaRue’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	$5.43M	Buy	47,971 +14,359	+43%	+$1.78M	1.89%	13
2026 Q1	$4.18M	Buy	33,612 +285	+0.9%	+$35K	1.6%	16
2025 Q4	$3.71M	Buy	33,327 +816	+3%	+$87.6K	1.41%	19
2025 Q3	$3.35M	Sell	32,511 -16,054	-33%	-$1.6M	1.32%	19
2025 Q2	$4.75M	Buy	48,565 +5,204	+12%	+$496K	2.02%	11
2025 Q1	$3.81M	Buy	43,361 +3,639	+9%	+$341K	1.9%	14
2024 Q4	$3.59M	Sell	39,722 -390	-1%	-$33.8K	1.88%	14
2024 Q3	$3.24M	Buy	40,112 +5,559	+16%	+$408K	1.72%	17
2024 Q2	$2.34M	Buy	34,553 +28,850	+506%	+$1.82M	1.45%	22
2024 Q1	$343K	Sell	5,703 -252	-4%	-$14.4K	0.21%	61
2023 Q4	$313K	Sell	5,955 -7,869	-57%	-$416K	0.3%	56
2023 Q3	$737K	Buy	13,824 +7,299	+112%	+$388K	0.81%	32
2023 Q2	$344K	Buy	6,525 +258	+4%	+$13K	0.36%	52
2023 Q1	$300K	Hold	6,267	–	–	0.32%	51
2022 Q4	$300K	Buy	+6,267	New	+$298K	0.32%	51

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Owen LaRue's WMT Position: Q2 2026 in Review

Owen LaRue increased its Walmart Inc (WMT) stake by 43% in Q2 2026, buying an estimated $1.78M and bringing the position to 47,971 shares worth $5.43M. The position accounts for 1.89% of the portfolio, ranked #13.

Owen LaRue first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Owen LaRue held 47,971 shares of Walmart Inc worth $5.43M as of Q2 2026.
Owen LaRue bought 14,359 Walmart Inc shares in Q2 2026, an estimated $1.78M.
Walmart Inc made up 1.89% of Owen LaRue's portfolio in Q2 2026, its #13 holding.
Owen LaRue first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.