IWA
WMT icon

Icon Wealth Advisors’s Walmart Inc WMT Stock Holding History

Icon 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 		$4.21M Buy
32,857
+6,087
+23% +$747K 0.27% 61
2025
Q4 		$2.98M Buy
26,770
+3,314
+14% +$356K 0.2% 79
2025
Q3 		$2.42M Sell
23,456
-1,404
-6% -$140K 0.16% 95
2025
Q2 		$2.43M Buy
24,860
+5,681
+30% +$541K 0.17% 93
2025
Q1 		$1.68M Sell
19,179
-1,123
-6% -$105K 0.14% 117
2024
Q4 		$1.83M Buy
20,302
+2,248
+12% +$195K 0.15% 101
2024
Q3 		$1.46M Buy
18,054
+885
+5% +$65K 0.12% 122
2024
Q2 		$1.18M Sell
17,169
-853
-5% -$53.7K 0.1% 138
2024
Q1 		$1.08M Buy
18,022
+649
+4% +$37.1K 0.1% 138
2023
Q4 		$913K Buy
+17,373
New +$919K 0.1% 134
2022
Q4 		$1.16M Buy
24,513
+636
+3% +$30.2K 0.13% 127
2022
Q3 		$1.03M Buy
+23,877
New +$1.05M 0.13% 131

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

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

Icon Wealth Advisors increased its Walmart Inc (WMT) stake by 23% in Q1 2026, buying an estimated $747K and bringing the position to 32,857 shares worth $4.21M. The position accounts for 0.27% of the portfolio, ranked #61.

Icon Wealth Advisors first reported a position in WMT in Q3 2022 and has held it in 12 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Icon Wealth Advisors held 32,857 shares of Walmart Inc worth $4.21M as of Q1 2026.
  • Icon Wealth Advisors bought 6,087 Walmart Inc shares in Q1 2026, an estimated $747K.
  • Walmart Inc made up 0.27% of Icon Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Icon Wealth Advisors first reported a position in Walmart Inc in Q3 2022 and has held it in 12 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.