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Analyst IMS Investment Management Services’s Walmart Inc WMT Stock Holding History

Analyst IMS Investment Management Services’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 		$1.64M Sell
14,462
-2,868
-17% -$356K 0.04% 77
2026
Q1 		$2.15M Buy
17,330
+218
+1% +$26.8K 0.07% 60
2025
Q4 		$1.91M Sell
17,112
-319
-2% -$34.3K 0.06% 62
2025
Q3 		$1.8M Sell
17,431
-37,075
-68% -$3.69M 0.06% 64
2025
Q2 		$5.33M Buy
54,506
+1,382
+3% +$132K 0.18% 36
2025
Q1 		$4.66M Sell
53,124
-3,816
-7% -$358K 0.18% 39
2024
Q4 		$5.14M Buy
56,940
+9,166
+19% +$795K 0.19% 37
2024
Q3 		$3.86M Buy
47,774
+29,198
+157% +$2.14M 0.15% 38
2024
Q2 		$1.26M Buy
18,576
+8,654
+87% +$545K 0.05% 62
2024
Q1 		$597K Buy
9,922
+5,722
+136% +$327K 0.03% 83
2023
Q4 		$221K Hold
4,200
– – 0.01% 105
2023
Q3 		$228K Hold
4,200
– – 0.01% 98
2023
Q2 		$216K Hold
4,200
– – 0.01% 97
2023
Q1 		$204K Buy
+4,200
New +$199K 0.02% 92
2022
Q2 		– Sell
-4,200
Closed -$208K – 105
2022
Q1 		$208K Sell
4,200
-525
-11% -$24.6K 0.02% 102
2021
Q4 		$225K Buy
+4,725
New +$226K 0.02% 102
2021
Q1 		– Sell
-4,200
Closed -$202K – 102
2020
Q4 		$202K Buy
+4,200
New +$204K 0.03% 89
2018
Q4 		– Sell
-7,002
Closed -$220K – 167
2018
Q3 		$220K Buy
+7,002
New +$214K 0.04% 100
2016
Q3 		– Sell
-15,456
Closed -$376K – 102
2016
Q2 		$376K Sell
15,456
-1,380
-8% -$31.9K 0.16% 81
2016
Q1 		$384K Sell
16,836
-2,055
-11% -$45.1K 0.17% 82
2015
Q4 		$386K Sell
18,891
-450
-2% -$9.03K 0.16% 82
2015
Q3 		$418K Sell
19,341
-7,593
-28% -$174K 0.18% 77
2015
Q2 		$637K Buy
26,934
+750
+3% +$19.1K 0.25% 68
2015
Q1 		$718K Sell
26,184
-210
-0.8% -$5.96K 0.28% 69
2014
Q4 		$756K Buy
+26,394
New +$713K 0.29% 64

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

Analyst IMS Investment Management Services's WMT Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its Walmart Inc (WMT) stake by 17% in Q2 2026, selling an estimated $356K and leaving 14,462 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #77.

Analyst IMS Investment Management Services first reported a position in WMT in Q4 2014 and has held it in 25 quarters since. The position peaked at $5.33M in Q2 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Analyst IMS Investment Management Services held 14,462 shares of Walmart Inc worth $1.64M as of Q2 2026.
  • Analyst IMS Investment Management Services sold 2,868 Walmart Inc shares in Q2 2026, an estimated $356K.
  • Walmart Inc made up 0.04% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #77 holding.
  • Analyst IMS Investment Management Services first reported a position in Walmart Inc in Q4 2014 and has held it in 25 quarters since.
  • Analyst IMS Investment Management Services's Walmart Inc position peaked at $5.33M in Q2 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.