White Lighthouse Investment Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74M | Sell |
14,013
-1,234
| -8% | -$152K | 0.24% | 53 |
|
|
2025
Q4 | $1.7M | Buy |
15,247
+136
| +0.9% | +$14.6K | 0.24% | 56 |
|
|
2025
Q3 | $1.56M | Sell |
15,111
-5,410
| -26% | -$539K | 0.24% | 57 |
|
|
2025
Q2 | $2.01M | Sell |
20,521
-40
| -0.2% | -$3.81K | 0.33% | 46 |
|
|
2025
Q1 | $1.81M | Buy |
20,561
+269
| +1% | +$25.2K | 0.32% | 45 |
|
|
2024
Q4 | $1.83M | Buy |
20,292
+71
| +0.4% | +$6.16K | 0.32% | 44 |
|
|
2024
Q3 | $1.63M | Buy |
20,221
+52
| +0.3% | +$3.82K | 0.29% | 52 |
|
|
2024
Q2 | $1.37M | Buy |
20,169
+3
| +0% | +$189 | 0.26% | 57 |
|
|
2024
Q1 | $1.21M | Sell |
20,166
-105
| -0.5% | -$6.01K | 0.25% | 60 |
|
|
2023
Q4 | $1.07M | Buy |
20,271
+3
| +0% | +$159 | 0.23% | 62 |
|
|
2023
Q3 | $1.08M | Sell |
20,268
-3
| -0% | -$160 | 0.26% | 60 |
|
|
2023
Q2 | $1.06M | Hold |
20,271
| – | – | 0.25% | 58 |
|
|
2023
Q1 | $996K | Buy |
20,271
+21
| +0.1% | +$997 | 0.25% | 59 |
|
|
2022
Q4 | $957K | Hold |
20,250
| – | – | 0.26% | 61 |
|
|
2022
Q3 | $875K | Hold |
20,250
| – | – | 0.25% | 60 |
|
|
2022
Q2 | $821K | Sell |
20,250
-111
| -0.5% | -$5.12K | 0.23% | 62 |
|
|
2022
Q1 | $1.01M | Buy |
20,361
+75
| +0.4% | +$3.52K | 0.26% | 58 |
|
|
2021
Q4 | $978K | Buy |
20,286
+36
| +0.2% | +$1.72K | 0.24% | 60 |
|
|
2021
Q3 | $941K | Sell |
20,250
-1,425
| -7% | -$68.7K | 0.25% | 60 |
|
|
2021
Q2 | $1.02M | Sell |
21,675
-1,521
| -7% | -$70.8K | 0.28% | 59 |
|
|
2021
Q1 | $1.05M | Sell |
23,196
-2,319
| -9% | -$107K | 0.32% | 57 |
|
|
2020
Q4 | $1.23M | Hold |
25,515
| – | – | 0.39% | 53 |
|
|
2020
Q3 | $1.19M | Buy |
25,515
+1,260
| +5% | +$56K | 0.41% | 52 |
|
|
2020
Q2 | $968K | Buy |
24,255
+5,517
| +29% | +$227K | 0.36% | 56 |
|
|
2020
Q1 | $710K | Hold |
18,738
| – | – | 0.3% | 60 |
|
|
2019
Q4 | $742K | Hold |
18,738
| – | – | 0.27% | 65 |
|
|
2019
Q3 | $741K | Sell |
18,738
-4,197
| -18% | -$158K | 0.3% | 62 |
|
|
2019
Q2 | $845K | Sell |
22,935
-600
| -3% | -$20.7K | 0.35% | 54 |
|
|
2019
Q1 | $765K | Sell |
23,535
-4,500
| -16% | -$146K | 0.35% | 58 |
|
|
2018
Q4 | $870K | Buy |
28,035
+1,500
| +6% | +$48.1K | 0.48% | 52 |
|
|
2018
Q3 | $831K | Hold |
26,535
| – | – | 0.42% | 57 |
|
|
2018
Q2 | $758K | Buy |
26,535
+1,710
| +7% | +$48.6K | 0.42% | 58 |
|
|
2018
Q1 | $736K | Buy |
24,825
+13,800
| +125% | +$444K | 0.42% | 58 |
|
|
2017
Q4 | $363K | Buy |
+11,025
| New | +$337K | 0.21% | 86 |
|
Other funds holding WMT
VCM
VPM
White Lighthouse Investment Management's WMT Position: Q1 2026 in Review
White Lighthouse Investment Management reduced its Walmart Inc (WMT) stake by 8.1% in Q1 2026, selling an estimated $152K and leaving 14,013 shares worth $1.74M. The position accounts for 0.24% of the portfolio, ranked #53.
White Lighthouse Investment Management first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.01M in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- White Lighthouse Investment Management held 14,013 shares of Walmart Inc worth $1.74M as of Q1 2026.
- White Lighthouse Investment Management sold 1,234 Walmart Inc shares in Q1 2026, an estimated $152K.
- Walmart Inc made up 0.24% of White Lighthouse Investment Management's portfolio in Q1 2026, its #53 holding.
- White Lighthouse Investment Management first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- White Lighthouse Investment Management's Walmart Inc position peaked at $2.01M in Q2 2025.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.