Idaho Trust Bank’s Walmart Inc WMT Stock Holding History

Idaho Trust Bank’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	–	Sell	-2,293	Closed	-$255K	–	108
2025 Q4	$255K	Buy	2,293 +54	+2%	+$5.8K	0.08%	96
2025 Q3	$231K	Hold	2,239	–	–	0.08%	99
2025 Q2	$219K	Buy	+2,239	New	+$213K	0.08%	103

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

Idaho Trust Bank's WMT Position: Q1 2026 in Review

Idaho Trust Bank sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 2,293 shares — an estimated $255K sold.

Idaho Trust Bank first reported a position in WMT in Q2 2025 and held it in 3 quarters. The position peaked at $255K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Idaho Trust Bank reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Idaho Trust Bank sold 2,293 Walmart Inc shares in Q1 2026, an estimated $255K.
Idaho Trust Bank first reported a position in Walmart Inc in Q2 2025 and held it in 3 quarters.
Idaho Trust Bank's Walmart Inc position peaked at $255K in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.