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 Q3	$224K	Buy	2,158 +2,128	+7,093%	+$234K	0.07%	103
2026 Q2	$3.4K	Hold	30	–	–	﹤0.01%	166
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

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

IFS Advisors's WMT Position: Q3 2026 in Review

IFS Advisors increased its Walmart Inc (WMT) stake by 7,093% in Q3 2026, buying an estimated $234K and bringing the position to 2,158 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #103.

IFS Advisors first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

IFS Advisors held 2,158 shares of Walmart Inc worth $224K as of Q3 2026.
IFS Advisors bought 2,128 Walmart Inc shares in Q3 2026, an estimated $234K.
Walmart Inc made up 0.07% of IFS Advisors's portfolio in Q3 2026, its #103 holding.
IFS Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.