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Independence Wealth Advisors (Ohio)’s Walmart Inc WMT Stock Holding History

Independence Wealth Advisors (Ohio)’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 		– Sell
-1,803
Closed -$224K – 96
2026
Q1 		$224K Hold
1,803
– – 0.12% 85
2025
Q4 		$201K Buy
+1,803
New +$194K 0.11% 83

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independence Wealth Advisors (Ohio)'s WMT Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,803 shares — an estimated $224K sold.

Independence Wealth Advisors (Ohio) first reported a position in WMT in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q1 2026. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Independence Wealth Advisors (Ohio) reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Independence Wealth Advisors (Ohio) sold 1,803 Walmart Inc shares in Q2 2026, an estimated $224K.
  • Independence Wealth Advisors (Ohio) first reported a position in Walmart Inc in Q4 2025 and held it in 2 quarters.
  • Independence Wealth Advisors (Ohio)'s Walmart Inc position peaked at $224K in Q1 2026.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.