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RD Lewis Holdings’s Walmart Inc WMT Stock Holding History

RD Lewis Holdings’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 		$4.64M Buy
41,201
+1,111
+3% +$138K 3.44% 4
2026
Q1 		$5.18M Sell
40,090
-934
-2% -$115K 4.48% 1
2025
Q4 		$5.24M Buy
41,024
+778
+2% +$83.5K 4.47% 1
2025
Q3 		$4.16M Buy
40,246
+790
+2% +$78.6K 3.9% 3
2025
Q2 		$4.07M Sell
39,456
-928
-2% -$88.4K 4.11% 3
2025
Q1 		$3.99M Buy
40,384
+124
+0.3% +$11.6K 4.52% 2
2024
Q4 		$4.07M Buy
+40,260
New +$3.49M 4.48% 3

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RD Lewis Holdings's WMT Position: Q2 2026 in Review

RD Lewis Holdings increased its Walmart Inc (WMT) stake by 2.8% in Q2 2026, buying an estimated $138K and bringing the position to 41,201 shares worth $4.64M. The position accounts for 3.44% of the portfolio, ranked #4.

RD Lewis Holdings first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.24M in Q4 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • RD Lewis Holdings held 41,201 shares of Walmart Inc worth $4.64M as of Q2 2026.
  • RD Lewis Holdings bought 1,111 Walmart Inc shares in Q2 2026, an estimated $138K.
  • Walmart Inc made up 3.44% of RD Lewis Holdings's portfolio in Q2 2026, its #4 holding.
  • RD Lewis Holdings first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • RD Lewis Holdings's Walmart Inc position peaked at $5.24M in Q4 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.