IFS Advisors’s Walmart Inc WMT Stock Holding History

IFS 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	$3.73K	Hold	30	–	–	﹤0.01%	160
2025 Q4	$3.34K	Hold	30	–	–	﹤0.01%	140
2025 Q3	$3.09K	Hold	30	–	–	﹤0.01%	137
2025 Q2	$2.93K	Sell	30 -900	-97%	-$85.7K	﹤0.01%	129
2025 Q1	$81.6K	Hold	930	–	–	0.07%	33
2024 Q4	$84K	Buy	930 +900	+3,000%	+$78.1K	0.07%	26
2024 Q3	$2.42K	Hold	30	–	–	﹤0.01%	118
2024 Q2	$2.03K	Hold	30	–	–	﹤0.01%	119
2024 Q1	$1.8K	Hold	30	–	–	﹤0.01%	117
2023 Q4	$1.58K	Hold	30	–	–	﹤0.01%	117
2023 Q3	$1.6K	Hold	30	–	–	﹤0.01%	114
2023 Q2	$1.57K	Hold	30	–	–	﹤0.01%	110
2023 Q1	$1.47K	Hold	30	–	–	0.01%	90
2022 Q4	$1.42K	Hold	30	–	–	﹤0.01%	100
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	100
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	99
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	108
2021 Q4	$1K	Buy	+30	New	+$1.43K	﹤0.01%	118
2021 Q1	–	Sell	-1,950	Closed	-$93K	–	149
2020 Q4	$93K	Buy	+1,950	New	+$94.7K	0.07%	28

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFS Advisors's WMT Position: Q1 2026 in Review

IFS Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 30 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

IFS Advisors first reported a position in WMT in Q4 2020 and has held it in 19 quarters since. The position peaked at $93K in Q4 2020. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

IFS Advisors held 30 shares of Walmart Inc worth $3.73K as of Q1 2026.
IFS Advisors left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #160 holding.
IFS Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Walmart Inc position peaked at $93K in Q4 2020.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.