IMA Advisory Services’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7M | Buy |
61,783
+7,448
| +14% | +$925K | 0.44% | 57 |
|
|
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
IMA Advisory Services's WMT Position: Q2 2026 in Review
IMA Advisory Services increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $925K and bringing the position to 61,783 shares worth $7M. The position accounts for 0.44% of the portfolio, ranked #57.
IMA Advisory Services first reported a position in WMT in Q2 2018 and has held it in 30 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- IMA Advisory Services held 61,783 shares of Walmart Inc worth $7M as of Q2 2026.
- IMA Advisory Services bought 7,448 Walmart Inc shares in Q2 2026, an estimated $925K.
- Walmart Inc made up 0.44% of IMA Advisory Services's portfolio in Q2 2026, its #57 holding.
- IMA Advisory Services first reported a position in Walmart Inc in Q2 2018 and has held it in 30 quarters since.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.