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Independent Financial Group’s Walmart Inc WMT Stock Holding History

Independent Financial Group’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 		$18M Sell
158,800
-4,934
-3% -$613K 0.34% 47
2026
Q1 		$20.3M Buy
163,734
+542
+0.3% +$66.5K 0.46% 33
2025
Q4 		$18.2M Buy
163,192
+10,486
+7% +$1.13M 0.41% 40
2025
Q3 		$15.7M Sell
152,706
-1,121
-0.7% -$112K 0.38% 39
2025
Q2 		$15M Buy
153,827
+5,082
+3% +$484K 0.41% 36
2025
Q1 		$13.1M Buy
148,745
+8,780
+6% +$824K 0.45% 35
2024
Q4 		$12.6M Buy
139,965
+14,329
+11% +$1.24M 0.42% 37
2024
Q3 		$10.1M Buy
125,636
+11,028
+10% +$810K 0.37% 42
2024
Q2 		$7.76M Sell
114,608
-17,513
-13% -$1.1M 0.31% 59
2024
Q1 		$7.95M Buy
132,121
+6,412
+5% +$367K 0.37% 49
2023
Q4 		$6.61M Buy
125,709
+39,963
+47% +$2.11M 0.35% 50
2023
Q3 		$4.57M Buy
85,746
+7,830
+10% +$417K 0.3% 65
2023
Q2 		$4.08M Buy
77,916
+2,289
+3% +$115K 0.28% 71
2023
Q1 		$3.72M Buy
75,627
+720
+1% +$34.2K 0.3% 71
2022
Q4 		$3.54M Buy
74,907
+7,620
+11% +$362K 0.3% 63
2022
Q3 		$2.91M Sell
67,287
-342
-0.5% -$15K 0.26% 69
2022
Q2 		$2.74M Sell
67,629
-18,339
-21% -$846K 0.29% 70
2022
Q1 		$4.27M Buy
85,968
+3,348
+4% +$157K 0.35% 48
2021
Q4 		$3.98M Sell
82,620
-2,736
-3% -$131K 0.33% 48
2021
Q3 		$3.97M Buy
85,356
+17,055
+25% +$822K 0.41% 42
2021
Q2 		$3.21M Sell
68,301
-3,462
-5% -$161K 0.34% 60
2021
Q1 		$3.25M Sell
71,763
-9,477
-12% -$439K 0.42% 46
2020
Q4 		$3.9M Buy
81,240
+24,894
+44% +$1.21M 0.58% 29
2020
Q3 		$2.63M Sell
56,346
-2,238
-4% -$99.5K 0.49% 34
2020
Q2 		$2.34M Buy
58,584
+17,091
+41% +$703K 0.51% 36
2020
Q1 		$1.57M Buy
+41,493
New +$1.6M 0.46% 43

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Financial Group's WMT Position: Q2 2026 in Review

Independent Financial Group reduced its Walmart Inc (WMT) stake by 3% in Q2 2026, selling an estimated $613K and leaving 158,800 shares worth $18M. The position accounts for 0.34% of the portfolio, ranked #47.

Independent Financial Group first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.3M in Q1 2026. 4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Independent Financial Group held 158,800 shares of Walmart Inc worth $18M as of Q2 2026.
  • Independent Financial Group sold 4,934 Walmart Inc shares in Q2 2026, an estimated $613K.
  • Walmart Inc made up 0.34% of Independent Financial Group's portfolio in Q2 2026, its #47 holding.
  • Independent Financial Group first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Walmart Inc position peaked at $20.3M in Q1 2026.
  • 4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.