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 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	Closed	-$507	–	150
2023 Q4	$507	Sell	9 -42,729	-100%	-$2.26M	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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's WMT Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Walmart Inc (WMT) stake by 2.7% in Q1 2026, buying an estimated $170K and bringing the position to 51,821 shares worth $6.44M. The position accounts for 0.6% of the portfolio, ranked #63.

IBEX Wealth Advisors first reported a position in WMT in Q2 2019 and has held it in 12 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

IBEX Wealth Advisors held 51,821 shares of Walmart Inc worth $6.44M as of Q1 2026.
IBEX Wealth Advisors bought 1,382 Walmart Inc shares in Q1 2026, an estimated $170K.
Walmart Inc made up 0.6% of IBEX Wealth Advisors's portfolio in Q1 2026, its #63 holding.
IBEX Wealth Advisors first reported a position in Walmart Inc in Q2 2019 and has held it in 12 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.