IBEX Wealth Advisors’s Walmart Inc WMT Stock Holding History

IBEX Wealth Advisors’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	$1.36M	Sell	12,017 -39,804	-77%	-$4.94M	0.11%	99
2026 Q1	$6.44M	Buy	51,821 +1,382	+3%	+$170K	0.6%	63
2025 Q4	$5.62M	Buy	50,439 +4,113	+9%	+$442K	0.55%	67
2025 Q3	$4.77M	Sell	46,326 -4,578	-9%	-$456K	0.46%	71
2025 Q2	$4.98M	Buy	+50,904	New	+$4.85M	0.53%	64
2025 Q1	–	Sell	-7,733	Closed	-$699K	–	217
2024 Q4	$699K	Buy	+7,733	New	+$671K	0.08%	136
2024 Q3	–	Sell	-231	Closed	-$15.6K	–	279
2024 Q2	$15.6K	Buy	+231	New	+$14.5K	﹤0.01%	206
2024 Q1	–	Sell	-9,000	Closed	-$507K	–	150
2023 Q4	$507K	Sell	9,000 -33,738	-79%	-$1.79M	0.11%	82
2023 Q3	$2.28M	Buy	+42,738	New	+$2.27M	0.58%	54
2020 Q2	–	Sell	-41,301	Closed	-$1.56M	–	111
2020 Q1	$1.56M	Buy	41,301 +2,847	+7%	+$110K	0.61%	68
2019 Q4	$1.52M	Buy	38,454 +2,754	+8%	+$109K	0.47%	75
2019 Q3	$1.41M	Buy	35,700 +35,109	+5,941%	+$1.33M	0.47%	77
2019 Q2	$21K	Buy	+591	New	+$20.4K	0.01%	279

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IBEX Wealth Advisors's WMT Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Walmart Inc (WMT) stake by 77% in Q2 2026, selling an estimated $4.94M and leaving 12,017 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #99.

IBEX Wealth Advisors first reported a position in WMT in Q2 2019 and has held it in 13 quarters since. The position peaked at $6.44M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

IBEX Wealth Advisors held 12,017 shares of Walmart Inc worth $1.36M as of Q2 2026.
IBEX Wealth Advisors sold 39,804 Walmart Inc shares in Q2 2026, an estimated $4.94M.
Walmart Inc made up 0.11% of IBEX Wealth Advisors's portfolio in Q2 2026, its #99 holding.
IBEX Wealth Advisors first reported a position in Walmart Inc in Q2 2019 and has held it in 13 quarters since.
IBEX Wealth Advisors's Walmart Inc position peaked at $6.44M in Q1 2026.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.