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IFP Advisors’s Walmart Inc WMT Stock Holding History

IFP 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 		$17.5M Buy
154,200
+13,641
+10% +$1.69M 0.32% 59
2026
Q1 		$17.5M Buy
140,559
+3,614
+3% +$444K 0.36% 50
2025
Q4 		$15.3M Buy
136,945
+2,421
+2% +$260K 0.34% 61
2025
Q3 		$13.9M Buy
134,524
+13,683
+11% +$1.36M 0.36% 52
2025
Q2 		$11.8M Buy
120,841
+22,015
+22% +$2.1M 0.34% 55
2025
Q1 		$8.68M Buy
98,826
+11,296
+13% +$1.06M 0.27% 77
2024
Q4 		$7.91M Buy
87,530
+7,687
+10% +$667K 0.26% 78
2024
Q3 		$6.45M Buy
79,843
+27,177
+52% +$2M 0.23% 92
2024
Q2 		$3.57M Buy
52,666
+10,006
+23% +$630K 0.14% 148
2024
Q1 		$2.57M Sell
42,660
-564
-1% -$32.3K 0.11% 197
2023
Q4 		$2.27M Sell
43,224
-11,229
-21% -$594K 0.11% 210
2023
Q3 		$2.9M Sell
54,453
-15,561
-22% -$828K 0.13% 155
2023
Q2 		$3.67M Buy
70,014
+7,755
+12% +$391K 0.15% 132
2023
Q1 		$1.52M Sell
62,259
-71,016
-53% -$3.37M 0.07% 286
2022
Q4 		$3.31M Sell
133,275
-8,997
-6% -$427K 0.09% 235
2022
Q3 		$3.52M Buy
142,272
+11,325
+9% +$496K 0.09% 237
2022
Q2 		$3.24M Hold
130,947
– – 0.1% 229
2022
Q1 		$3.24M Buy
130,947
+66,321
+103% +$3.11M 0.1% 229
2021
Q4 		$3.11M Sell
64,626
-5,499
-8% -$263K 0.06% 185
2021
Q3 		$3.26M Buy
70,125
+5,772
+9% +$278K 0.07% 179
2021
Q2 		$3.02M Buy
64,353
+2,745
+4% +$128K 0.06% 175
2021
Q1 		$2.79M Sell
61,608
-7,194
-10% -$333K 0.05% 173
2020
Q4 		$3.3M Sell
68,802
-174
-0.3% -$8.45K 0.13% 129
2020
Q3 		$3.22M Buy
68,976
+1,422
+2% +$63.2K 0.19% 103
2020
Q2 		$2.68M Sell
67,554
-2,889
-4% -$119K 0.21% 97
2020
Q1 		$2.58M Buy
70,443
+4,446
+7% +$171K 0.26% 87
2019
Q4 		$2.63M Sell
65,997
-68,091
-51% -$2.7M 0.2% 120
2019
Q3 		$5.3M Buy
+134,088
New +$5.06M 0.35% 65
2019
Q1 		$1.85M Sell
56,481
-93,426
-62% -$3.03M 0.25% 91
2018
Q4 		$4.6M Sell
149,907
-14,595
-9% -$468K 0.28% 78
2018
Q3 		$5.15M Buy
164,502
+12,045
+8% +$368K 0.21% 108
2018
Q2 		$4.35M Buy
152,457
+16,236
+12% +$462K 0.18% 126
2018
Q1 		$4.48M Hold
136,221
– – 0.2% 107
2017
Q4 		$4.48M Sell
136,221
-84,195
-38% -$2.58M 0.2% 107
2017
Q3 		$5.74M Sell
220,416
-8,466
-4% -$222K 0.23% 92
2017
Q2 		$5.77M Buy
228,882
+4,779
+2% +$121K 0.24% 87
2017
Q1 		$5.38M Buy
224,103
+7,809
+4% +$180K 0.23% 95
2016
Q4 		$4.98M Buy
216,294
+29,241
+16% +$682K 0.24% 91
2016
Q3 		$4.5M Sell
187,053
-2,388
-1% -$57.9K 0.23% 91
2016
Q2 		$4.61M Buy
189,441
+132,960
+235% +$3.08M 0.26% 82
2016
Q1 		$1.85M Sell
56,481
-121,494
-68% -$2.66M 0.25% 91
2015
Q4 		$3.64M Buy
+177,975
New +$3.57M 0.24% 86

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFP Advisors's WMT Position: Q2 2026 in Review

IFP Advisors increased its Walmart Inc (WMT) stake by 9.7% in Q2 2026, buying an estimated $1.69M and bringing the position to 154,200 shares worth $17.5M. The position accounts for 0.32% of the portfolio, ranked #59.

IFP Advisors first reported a position in WMT in Q4 2015 and has held it in 42 quarters since. The position peaked at $17.5M in Q1 2026. 1,366 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • IFP Advisors held 154,200 shares of Walmart Inc worth $17.5M as of Q2 2026.
  • IFP Advisors bought 13,641 Walmart Inc shares in Q2 2026, an estimated $1.69M.
  • Walmart Inc made up 0.32% of IFP Advisors's portfolio in Q2 2026, its #59 holding.
  • IFP Advisors first reported a position in Walmart Inc in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Walmart Inc position peaked at $17.5M in Q1 2026.
  • 1,366 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.