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Independent Advisor Alliance’s Walmart Inc WMT Stock Holding History

Independent Advisor Alliance’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 		$33.6M Sell
270,315
-60,398
-18% -$7.42M 0.36% 59
2025
Q4 		$36.8M Sell
330,713
-1,071
-0.3% -$115K 0.89% 16
2025
Q3 		$34.2M Buy
331,784
+5,338
+2% +$531K 0.89% 16
2025
Q2 		$31.9M Sell
326,446
-7,765
-2% -$740K 0.92% 19
2025
Q1 		$29.3M Sell
334,211
-18,539
-5% -$1.74M 0.97% 20
2024
Q4 		$31.9M Buy
352,750
+40,699
+13% +$3.53M 0.42% 47
2024
Q3 		$25.2M Sell
312,051
-17,461
-5% -$1.28M 0.92% 19
2024
Q2 		$22.3M Buy
329,512
+4,368
+1% +$275K 0.76% 22
2024
Q1 		$19.6M Sell
325,144
-7,370
-2% -$422K 0.71% 29
2023
Q4 		$17.5M Buy
332,514
+23,625
+8% +$1.25M 0.63% 35
2023
Q3 		$16.5M Buy
308,889
+7,035
+2% +$374K 0.74% 31
2023
Q2 		$15.8M Buy
301,854
+1,092
+0.4% +$55.1K 0.7% 30
2023
Q1 		$14.8M Sell
300,762
-3,549
-1% -$168K 0.71% 31
2022
Q4 		$14.4K Sell
304,311
-2,958
-1% -$140K ﹤0.01% 159
2022
Q3 		$13.3M Sell
307,269
-16,806
-5% -$736K 0.77% 27
2022
Q2 		$13.1M Sell
324,075
-8,805
-3% -$406K 0.73% 30
2022
Q1 		$16.5M Sell
332,880
-1,212
-0.4% -$56.9K 0.8% 26
2021
Q4 		$16.1M Sell
334,092
-16,296
-5% -$778K 0.79% 27
2021
Q3 		$16.3M Buy
350,388
+408
+0.1% +$19.7K 0.91% 21
2021
Q2 		$16.5M Sell
349,980
-4,248
-1% -$198K 0.9% 18
2021
Q1 		$16M Buy
354,228
+72,948
+26% +$3.38M 0.95% 19
2020
Q4 		$13.5M Buy
281,280
+6,318
+2% +$307K 0.92% 23
2020
Q3 		$12.8M Buy
274,962
+136,920
+99% +$6.09M 0.97% 20
2020
Q2 		$5.51M Sell
138,042
-2,721
-2% -$112K 0.59% 36
2020
Q1 		$5.33M Sell
140,763
-19,893
-12% -$765K 0.78% 25
2019
Q4 		$6.36M Sell
160,656
-74,526
-32% -$2.96M 0.28% 87
2019
Q3 		$9.32M Buy
235,182
+50,040
+27% +$1.89M 1.14% 22
2019
Q2 		$5.56M Buy
185,142
+11,214
+6% +$386K 0.81% 27
2019
Q1 		$5.66M Buy
173,928
+5,403
+3% +$175K 0.8% 30
2018
Q4 		$5.26M Buy
168,525
+24,960
+17% +$800K 0.93% 27
2018
Q3 		$3.74M Sell
143,565
-1,614
-1% -$49.4K 0.67% 36
2018
Q2 		$3.38M Buy
145,179
+28,113
+24% +$799K 0.7% 33
2018
Q1 		$3.34M Buy
117,066
+25,614
+28% +$824K 0.74% 34
2017
Q4 		$3.1M Buy
91,452
+20,829
+29% +$637K 0.69% 34
2017
Q3 		$1.9M Buy
70,623
+5,349
+8% +$140K 0.52% 47
2017
Q2 		$1.59M Buy
65,274
+16,704
+34% +$424K 0.51% 58
2017
Q1 		$1.16M Buy
48,570
+20,739
+75% +$477K 0.18% 146
2016
Q4 		$623K Buy
+27,831
New +$650K 0.27% 101

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

Independent Advisor Alliance's WMT Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Walmart Inc (WMT) stake by 18% in Q1 2026, selling an estimated $7.42M and leaving 270,315 shares worth $33.6M. The position accounts for 0.36% of the portfolio, ranked #59.

Independent Advisor Alliance first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. The position peaked at $36.8M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Independent Advisor Alliance held 270,315 shares of Walmart Inc worth $33.6M as of Q1 2026.
  • Independent Advisor Alliance sold 60,398 Walmart Inc shares in Q1 2026, an estimated $7.42M.
  • Walmart Inc made up 0.36% of Independent Advisor Alliance's portfolio in Q1 2026, its #59 holding.
  • Independent Advisor Alliance first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Walmart Inc position peaked at $36.8M in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.