Iams Wealth Management’s Walmart Inc WMT Stock Holding History

Iams Wealth Management’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	$2.01M	Buy	17,716 +2,702	+18%	+$335K	0.6%	52
2026 Q1	$1.87M	Buy	15,014 +7,522	+100%	+$924K	0.65%	52
2025 Q4	$835K	Sell	7,492 -3,842	-34%	-$413K	0.3%	100
2025 Q3	$1.17M	Buy	11,334 +4,069	+56%	+$405K	0.47%	66
2025 Q2	$710K	Buy	+7,265	New	+$692K	0.33%	84
2025 Q1	–	Sell	-3,222	Closed	-$291K	–	177
2024 Q4	$291K	Buy	+3,222	New	+$280K	0.13%	138

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Iams Wealth Management's WMT Position: Q2 2026 in Review

Iams Wealth Management increased its Walmart Inc (WMT) stake by 18% in Q2 2026, buying an estimated $335K and bringing the position to 17,716 shares worth $2.01M. The position accounts for 0.6% of the portfolio, ranked #52.

Iams Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Iams Wealth Management held 17,716 shares of Walmart Inc worth $2.01M as of Q2 2026.
Iams Wealth Management bought 2,702 Walmart Inc shares in Q2 2026, an estimated $335K.
Walmart Inc made up 0.6% of Iams Wealth Management's portfolio in Q2 2026, its #52 holding.
Iams Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.