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 Q3	$606K	Hold	5,835	–	–	0.08%	94
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IFG Advisors's WMT Position: Q3 2026 in Review

IFG Advisors held its Walmart Inc (WMT) position steady in Q3 2026 at 5,835 shares worth $606K. The position accounts for 0.08% of the portfolio, ranked #94.

IFG Advisors first reported a position in WMT in Q1 2020 and has held it in 12 quarters since. The position peaked at $725K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

IFG Advisors held 5,835 shares of Walmart Inc worth $606K as of Q3 2026.
IFG Advisors left its Walmart Inc share count unchanged in Q3 2026.
Walmart Inc made up 0.08% of IFG Advisors's portfolio in Q3 2026, its #94 holding.
IFG Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 12 quarters since.
IFG Advisors's Walmart Inc position peaked at $725K in Q1 2026.
3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.