IFG Advisors’s Walmart Inc WMT Stock Holding History

IFG 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 Q2	$661K	Hold	5,835	–	–	0.09%	88
2026 Q1	$725K	Buy	5,835 +2,523	+76%	+$310K	0.12%	78
2025 Q4	$369K	Sell	3,312 -282	-8%	-$30.3K	0.06%	105
2025 Q3	$370K	Sell	3,594 -7	-0.2%	-$697	0.06%	107
2025 Q2	$352K	Buy	3,601 +89	+3%	+$8.48K	0.06%	116
2025 Q1	$308K	Hold	3,512	–	–	0.06%	117
2024 Q4	$317K	Buy	3,512 +10	+0.3%	+$868	0.06%	113
2024 Q3	$283K	Sell	3,502 -122	-3%	-$8.96K	0.06%	115
2024 Q2	$245K	Buy	3,624 +124	+4%	+$7.81K	0.06%	123
2024 Q1	$211K	Buy	+3,500	New	+$200K	0.05%	125
2020 Q2	–	Sell	-10,002	Closed	-$379K	–	85
2020 Q1	$379K	Buy	+10,002	New	+$385K	0.37%	44

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors's WMT Position: Q2 2026 in Review

IFG Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 5,835 shares worth $661K. The position accounts for 0.09% of the portfolio, ranked #88.

IFG Advisors first reported a position in WMT in Q1 2020 and has held it in 11 quarters since. The position peaked at $725K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

IFG Advisors held 5,835 shares of Walmart Inc worth $661K as of Q2 2026.
IFG Advisors left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.09% of IFG Advisors's portfolio in Q2 2026, its #88 holding.
IFG Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 11 quarters since.
IFG Advisors's Walmart Inc position peaked at $725K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.