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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
2021
Q1 		– Sell
-6
Closed -$1K – 655
2020
Q4 		$1K Buy
+6
New +$291 ﹤0.01% 578

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

Independent Advisor Alliance's WMT Position: Q2 2026 in Review

Independent Advisor Alliance increased its Walmart Inc (WMT) stake by 4.2% in Q2 2026, buying an estimated $1.42M and bringing the position to 281,716 shares worth $31.9M. The position accounts for 0.75% of the portfolio, ranked #20.

Independent Advisor Alliance first reported a position in WMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $36.8M in Q4 2025. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Independent Advisor Alliance held 281,716 shares of Walmart Inc worth $31.9M as of Q2 2026.
  • Independent Advisor Alliance bought 11,401 Walmart Inc shares in Q2 2026, an estimated $1.42M.
  • Walmart Inc made up 0.75% of Independent Advisor Alliance's portfolio in Q2 2026, its #20 holding.
  • Independent Advisor Alliance first reported a position in Walmart Inc in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Walmart Inc position peaked at $36.8M in Q4 2025.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.