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IFC Advisors’s Walmart Inc WMT Stock Holding History

IFC 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 		$2.66M Sell
21,417
-14
-0.1% -$1.72K 0.38% 45
2025
Q4 		$2.39M Sell
21,431
-79
-0.4% -$8.48K 0.35% 51
2025
Q3 		$2.22M Sell
21,510
-59
-0.3% -$5.87K 0.41% 52
2025
Q2 		$2.11M Buy
21,569
+194
+0.9% +$18.5K 0.39% 50
2025
Q1 		$1.88M Buy
21,375
+516
+2% +$48.4K 0.39% 50
2024
Q4 		$1.88M Buy
+20,859
New +$1.81M 0.41% 47

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

IFC Advisors's WMT Position: Q1 2026 in Review

IFC Advisors reduced its Walmart Inc (WMT) stake by 0.07% in Q1 2026, selling an estimated $1.72K and leaving 21,417 shares worth $2.66M. The position accounts for 0.38% of the portfolio, ranked #45.

IFC Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • IFC Advisors held 21,417 shares of Walmart Inc worth $2.66M as of Q1 2026.
  • IFC Advisors sold 14 Walmart Inc shares in Q1 2026, an estimated $1.72K.
  • Walmart Inc made up 0.38% of IFC Advisors's portfolio in Q1 2026, its #45 holding.
  • IFC Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.