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IAG Wealth Partners’s Walmart Inc WMT Stock Holding History

IAG Wealth Partners’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
Q1 		$88.7K Buy
714
+202
+39% +$24.8K 0.01% 176
2025
Q4 		$57K Hold
512
– – 0.01% 197
2025
Q3 		$52.7K Sell
512
-200
-28% -$19.9K 0.01% 207
2025
Q2 		$69.6K Hold
712
– – 0.01% 182
2025
Q1 		$62.5K Sell
712
-100
-12% -$9.38K 0.01% 183
2024
Q4 		$73.3K Buy
812
+7
+0.9% +$607 0.01% 167
2024
Q3 		$65K Sell
805
-108
-12% -$7.93K 0.01% 166
2024
Q2 		$61.8K Sell
913
-1,568
-63% -$98.7K 0.01% 161
2024
Q1 		$149K Buy
2,481
+1,875
+309% +$107K 0.03% 103
2023
Q4 		$31.8K Buy
606
+84
+16% +$4.45K 0.01% 194
2023
Q3 		$27.8K Buy
522
+81
+18% +$4.31K 0.01% 195
2023
Q2 		$23K Sell
441
-900
-67% -$45.4K 0.01% 224
2023
Q1 		$65.8K Buy
1,341
+900
+204% +$42.7K 0.02% 122
2022
Q4 		$20.8K Hold
441
– – 0.01% 215
2022
Q3 		$19K Buy
441
+309
+234% +$13.5K 0.01% 211
2022
Q2 		$5K Sell
132
-270
-67% -$12.5K ﹤0.01% 342
2022
Q1 		$20K Buy
402
+120
+43% +$5.63K 0.01% 227
2021
Q4 		$14K Hold
282
– – ﹤0.01% 264
2021
Q3 		$14K Hold
282
– – 0.01% 235
2021
Q2 		$14K Hold
282
– – 0.01% 224
2021
Q1 		$13K Hold
282
– – 0.01% 232
2020
Q4 		$14K Hold
282
– – 0.01% 206
2020
Q3 		$14K Buy
282
+105
+59% +$4.67K 0.01% 194
2020
Q2 		$8K Hold
177
– – ﹤0.01% 259
2020
Q1 		$7K Hold
177
– – ﹤0.01% 254
2019
Q4 		$8K Buy
+177
New +$7.03K 0.01% 280

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IAG Wealth Partners's WMT Position: Q1 2026 in Review

IAG Wealth Partners increased its Walmart Inc (WMT) stake by 39% in Q1 2026, buying an estimated $24.8K and bringing the position to 714 shares worth $88.7K. The position accounts for 0.01% of the portfolio, ranked #176.

IAG Wealth Partners first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $149K in Q1 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • IAG Wealth Partners held 714 shares of Walmart Inc worth $88.7K as of Q1 2026.
  • IAG Wealth Partners bought 202 Walmart Inc shares in Q1 2026, an estimated $24.8K.
  • Walmart Inc made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #176 holding.
  • IAG Wealth Partners first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Walmart Inc position peaked at $149K in Q1 2024.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.