Independent Family Office’s Walmart Inc WMT Stock Holding History

Independent Family Office’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	$313K	Hold	2,520	–	–	0.13%	72
2025 Q4	$281K	Hold	2,520	–	–	0.12%	68
2025 Q3	$260K	Hold	2,520	–	–	0.11%	71
2025 Q2	$246K	Sell	2,520 -600	-19%	-$57.2K	0.11%	68
2025 Q1	$274K	Hold	3,120	–	–	0.14%	61
2024 Q4	$282K	Hold	3,120	–	–	0.15%	63
2024 Q3	$252K	Sell	3,120 -3,900	-56%	-$286K	0.13%	67
2024 Q2	$475K	Sell	7,020 -600	-8%	-$37.8K	0.27%	44
2024 Q1	$458K	Hold	7,620	–	–	0.25%	50
2023 Q4	$400K	Hold	7,620	–	–	0.23%	49
2023 Q3	$406K	Hold	7,620	–	–	0.25%	48
2023 Q2	$399K	Hold	7,620	–	–	0.24%	48
2023 Q1	$375K	Hold	7,620	–	–	0.22%	52
2022 Q4	$360K	Hold	7,620	–	–	0.22%	52
2022 Q3	$329K	Hold	7,620	–	–	0.16%	52
2022 Q2	$309	Sell	7,620 -420	-5%	-$19.4K	0.15%	53
2022 Q1	$399K	Buy	+8,040	New	+$377K	0.13%	49

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Family Office's WMT Position: Q1 2026 in Review

Independent Family Office held its Walmart Inc (WMT) position steady in Q1 2026 at 2,520 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #72.

Independent Family Office first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $475K in Q2 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Independent Family Office held 2,520 shares of Walmart Inc worth $313K as of Q1 2026.
Independent Family Office left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.13% of Independent Family Office's portfolio in Q1 2026, its #72 holding.
Independent Family Office first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
Independent Family Office's Walmart Inc position peaked at $475K in Q2 2024.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.