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 Q2	$285K	Hold	2,520	–	–	0.11%	74
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	$309K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Independent Family Office's WMT Position: Q2 2026 in Review

Independent Family Office held its Walmart Inc (WMT) position steady in Q2 2026 at 2,520 shares worth $285K. The position accounts for 0.11% of the portfolio, ranked #74.

Independent Family Office first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $475K in Q2 2024. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Independent Family Office held 2,520 shares of Walmart Inc worth $285K as of Q2 2026.
Independent Family Office left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.11% of Independent Family Office's portfolio in Q2 2026, its #74 holding.
Independent Family Office first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
Independent Family Office's Walmart Inc position peaked at $475K in Q2 2024.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.