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IEQ Capital’s Walmart Inc WMT Stock Holding History

IEQ Capital’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 		$77.1M Sell
681,087
-247,550
-27% -$30.7M 0.36% 52
2026
Q1 		$115M Buy
928,637
+9,354
+1% +$1.15M 0.54% 28
2025
Q4 		$102M Buy
919,283
+129,179
+16% +$13.9M 0.31% 30
2025
Q3 		$81.4M Buy
790,104
+442,604
+127% +$44.1M 0.25% 36
2025
Q2 		$34M Buy
347,500
+33,034
+11% +$3.15M 0.21% 65
2025
Q1 		$27.6M Sell
314,466
-28,570
-8% -$2.68M 0.22% 67
2024
Q4 		$31M Buy
343,036
+65,292
+24% +$5.67M 0.3% 47
2024
Q3 		$22.4M Buy
277,744
+60,167
+28% +$4.42M 0.28% 56
2024
Q2 		$14.7M Buy
217,577
+24,615
+13% +$1.55M 0.2% 76
2024
Q1 		$11.6M Buy
192,962
+18,899
+11% +$1.08M 0.17% 90
2023
Q4 		$9.15M Sell
174,063
-7,596
-4% -$402K 0.15% 97
2023
Q3 		$9.68M Buy
181,659
+7,596
+4% +$404K 0.2% 81
2023
Q2 		$9.12M Buy
174,063
+11,796
+7% +$595K 0.18% 85
2023
Q1 		$7.98M Buy
162,267
+1,935
+1% +$91.8K 0.18% 90
2022
Q4 		$7.58M Buy
160,332
+58,818
+58% +$2.79M 0.21% 84
2022
Q3 		$4.39M Buy
101,514
+54,138
+114% +$2.37M 0.12% 124
2022
Q2 		$1.92M Sell
47,376
-52,911
-53% -$2.44M 0.06% 211
2022
Q1 		$4.98M Buy
100,287
+14,475
+17% +$680K 0.12% 114
2021
Q4 		$4.14M Buy
85,812
+15,606
+22% +$745K 0.1% 121
2021
Q3 		$3.26M Buy
70,206
+9,948
+17% +$479K 0.09% 133
2021
Q2 		$2.83M Buy
60,258
+192
+0.3% +$8.94K 0.08% 138
2021
Q1 		$2.72M Buy
+60,066
New +$2.78M 0.11% 110
2020
Q4 		– Sell
-47,292
Closed -$2.21M – 395
2020
Q3 		$2.21M Buy
47,292
+1,056
+2% +$47K 0.12% 106
2020
Q2 		$1.85M Sell
46,236
-22,128
-32% -$910K 0.12% 109
2020
Q1 		$2.59M Buy
68,364
+9,672
+16% +$372K 0.21% 72
2019
Q4 		$2.32M Buy
+58,692
New +$2.33M 0.2% 81

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IEQ Capital's WMT Position: Q2 2026 in Review

IEQ Capital reduced its Walmart Inc (WMT) stake by 27% in Q2 2026, selling an estimated $30.7M and leaving 681,087 shares worth $77.1M. The position accounts for 0.36% of the portfolio, ranked #52.

IEQ Capital first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $115M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • IEQ Capital held 681,087 shares of Walmart Inc worth $77.1M as of Q2 2026.
  • IEQ Capital sold 247,550 Walmart Inc shares in Q2 2026, an estimated $30.7M.
  • Walmart Inc made up 0.36% of IEQ Capital's portfolio in Q2 2026, its #52 holding.
  • IEQ Capital first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Walmart Inc position peaked at $115M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.