IMZ Advisory’s Walmart Inc WMT Stock Holding History

IMZ Advisory’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	$434K	Buy	3,829 +15	+0.4%	+$1.86K	0.14%	28
2026 Q1	$474K	Buy	3,814 +8	+0.2%	+$982	0.18%	25
2025 Q4	$424K	Hold	3,806	–	–	0.16%	29
2025 Q3	$392K	Buy	3,806 +229	+6%	+$22.8K	0.15%	30
2025 Q2	$340K	Buy	3,577 +18	+0.5%	+$1.72K	0.14%	29
2025 Q1	$312K	Sell	3,559 -204	-5%	-$19.1K	0.14%	32
2024 Q4	$340K	Hold	3,763	–	–	0.16%	28
2024 Q3	$305K	Buy	3,763 +10	+0.3%	+$734	0.14%	31
2024 Q2	$254K	Buy	3,753 +25	+0.7%	+$1.57K	0.13%	30
2024 Q1	$224K	Sell	3,728 -1	-0%	-$57	0.12%	30
2023 Q4	$212K	Buy	+3,729	New	+$197K	0.11%	32

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

IMZ Advisory's WMT Position: Q2 2026 in Review

IMZ Advisory increased its Walmart Inc (WMT) stake by 0.39% in Q2 2026, buying an estimated $1.86K and bringing the position to 3,829 shares worth $434K. The position accounts for 0.14% of the portfolio, ranked #28.

IMZ Advisory first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $474K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

IMZ Advisory held 3,829 shares of Walmart Inc worth $434K as of Q2 2026.
IMZ Advisory bought 15 Walmart Inc shares in Q2 2026, an estimated $1.86K.
Walmart Inc made up 0.14% of IMZ Advisory's portfolio in Q2 2026, its #28 holding.
IMZ Advisory first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
IMZ Advisory's Walmart Inc position peaked at $474K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.