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IMA Advisory Services’s Walmart Inc WMT Stock Holding History

IMA Advisory Services’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 		$6.77M Sell
54,335
-812
-1% -$99.7K 0.66% 34
2025
Q4 		$6.14M Buy
55,147
+570
+1% +$61.2K 0.59% 38
2025
Q3 		$5.62M Buy
54,577
+12,134
+29% +$1.21M 0.57% 40
2025
Q2 		$4.15M Buy
42,443
+37
+0.1% +$3.52K 0.44% 45
2025
Q1 		$3.73M Sell
42,406
-301
-0.7% -$28.2K 0.44% 46
2024
Q4 		$3.87M Sell
42,707
-60
-0.1% -$5.21K 0.47% 46
2024
Q3 		$3.45M Buy
+42,767
New +$3.14M 0.75% 38
2023
Q4 		– Sell
-38,505
Closed -$2.05M – 270
2023
Q3 		$2.05M Buy
38,505
+600
+2% +$31.9K 0.53% 59
2023
Q2 		$1.99M Hold
37,905
– – 0.51% 63
2023
Q1 		$1.86M Hold
37,905
– – 0.48% 61
2022
Q4 		$1.79M Hold
37,905
– – 0.47% 63
2022
Q3 		$1.64M Hold
37,905
– – 0.44% 69
2022
Q2 		$1.54M Buy
37,905
+37,437
+7,999% +$1.73M 0.38% 80
2022
Q1 		$23K Hold
468
– – 0.01% 201
2021
Q4 		$23K Hold
468
– – 0.01% 208
2021
Q3 		$22K Hold
468
– – 0.01% 194
2021
Q2 		$22K Hold
468
– – 0.01% 193
2021
Q1 		$21K Hold
468
– – 0.01% 198
2020
Q4 		$22K Hold
468
– – 0.01% 174
2020
Q3 		$22K Hold
468
– – 0.01% 170
2020
Q2 		$19K Hold
468
– – 0.01% 178
2020
Q1 		$18K Sell
468
-390
-45% -$15K 0.01% 183
2019
Q4 		$34K Hold
858
– – 0.01% 162
2019
Q3 		$34K Buy
858
+3
+0.4% +$113 0.01% 167
2019
Q2 		$32K Sell
855
-225
-21% -$7.75K 0.01% 164
2019
Q1 		$35K Sell
1,080
-150
-12% -$4.86K 0.01% 166
2018
Q4 		$38K Hold
1,230
– – 0.02% 168
2018
Q3 		$39K Hold
1,230
– – 0.02% 165
2018
Q2 		$35K Buy
+1,230
New +$35K 0.01% 183

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMA Advisory Services's WMT Position: Q1 2026 in Review

IMA Advisory Services reduced its Walmart Inc (WMT) stake by 1.5% in Q1 2026, selling an estimated $99.7K and leaving 54,335 shares worth $6.77M. The position accounts for 0.66% of the portfolio, ranked #34.

IMA Advisory Services first reported a position in WMT in Q2 2018 and has held it in 29 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • IMA Advisory Services held 54,335 shares of Walmart Inc worth $6.77M as of Q1 2026.
  • IMA Advisory Services sold 812 Walmart Inc shares in Q1 2026, an estimated $99.7K.
  • Walmart Inc made up 0.66% of IMA Advisory Services's portfolio in Q1 2026, its #34 holding.
  • IMA Advisory Services first reported a position in Walmart Inc in Q2 2018 and has held it in 29 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.