47,412 Shares in Walmart Inc. $WMT Bought by LM Advisors LLC

Posted by Francis Steltz on Aug 28th, 2026

Walmart logo LM Advisors LLC bought a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 47,412 shares of the retailer’s stock, valued at approximately $5,377,000. Walmart accounts for 0.6% of LM Advisors LLC’s holdings, making the stock its 29th largest position.

A number of other institutional investors have also bought and sold shares of the company. Berry Wealth Group LP acquired a new stake in Walmart during the 2nd quarter worth about $715,000. Haverford Trust Co acquired a new position in shares of Walmart in the 2nd quarter valued at about $9,019,000. Clear Harbor Asset Management LLC acquired a new position in shares of Walmart in the 2nd quarter valued at about $777,000. Davis Asset Management L.P. bought a new stake in shares of Walmart during the 2nd quarter valued at about $170,000. Finally, First Nebraska Trust Co acquired a new stake in Walmart during the second quarter worth approximately $21,494,000. Institutional investors own 26.76% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on WMT shares. Telsey Advisory Group reissued an “outperform” rating and issued a $130.00 price target (down from $140.00) on shares of Walmart in a research note on Friday, August 21st. Cantor Fitzgerald upgraded shares of Walmart to a “buy” rating in a research note on Friday, August 21st. Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a research report on Friday, June 5th. Evercore set a $125.00 price target on shares of Walmart in a report on Friday, August 21st. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $126.00 price target on shares of Walmart in a research note on Friday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Walmart currently has an average rating of “Moderate Buy” and an average price target of $131.88.

Get Our Latest Stock Report on Walmart

More Walmart News

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart reported fiscal Q2 2027 revenue of approximately $187.9 billion, while global e-commerce increased 23% and advertising revenue surged 38%. The results highlight continued momentum in digital retail and higher-margin businesses. Walmart Q2 2027 Earnings Call Transcript
Positive Sentiment: Some analysts and commentators view the selloff as a potential buying opportunity, arguing that Walmart’s e-commerce, advertising, automation and AI-assisted shopping initiatives can support long-term cash-flow growth. Walmart’s Big Sell-Off Could Be a Buying Opportunity
Positive Sentiment: Analysts cited in recent coverage put Walmart’s consensus price target at $138.50, substantially above the current trading range, while unusually heavy call-option activity suggests some traders are positioning for a rebound. Walmart Consensus Price Target
Neutral Sentiment: Walmart and Sam’s Club raised more than $39 million for the Children’s Miracle Network. The announcement supports the company’s community reputation but is unlikely to materially affect near-term earnings or valuation. Walmart and Sam’s Club Children’s Miracle Network Support
Negative Sentiment: Commentary says the stock’s recent selloff reflects investor concern that Walmart may be fully valued after a roughly 127% five-year gain. Slower store-sales growth and a high earnings multiple could limit further upside even if digital businesses remain strong. Walmart Stock Looks Fully Priced
Negative Sentiment: An executive vice president sold 50,644 shares worth about $5.3 million. The transaction was executed under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards, reducing its negative signaling value but still adding to investor focus on insider selling. Walmart Insider Trading Filing

Insider Buying and Selling

In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of Walmart stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $106.34, for a total transaction of $308,386.00. Following the completion of the transaction, the executive vice president owned 569,153 shares in the company, valued at approximately $60,523,730.02. The trade was a 0.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the sale, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. This represents a 8.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 77,292 shares of company stock worth $8,421,143 over the last 90 days. Company insiders own 0.09% of the company’s stock.

Walmart Stock Performance

WMT opened at $102.63 on Friday. Walmart Inc. has a 1-year low of $95.70 and a 1-year high of $135.15. The company has a market cap of $816.74 billion, a price-to-earnings ratio of 37.05, a PEG ratio of 3.96 and a beta of 0.61. The company’s fifty day moving average price is $112.18 and its two-hundred day moving average price is $120.57. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.74 by $0.07. The firm had revenue of $187.94 billion during the quarter, compared to analysts’ expectations of $186.64 billion. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The business’s revenue was up 5.9% on a year-over-year basis. During the same period last year, the company earned $0.68 earnings per share. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, analysts expect that Walmart Inc. will post 2.87 EPS for the current fiscal year.

Walmart Company Profile

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.