Independent Solutions Wealth Management’s Walmart Inc WMT Stock Holding History

Independent Solutions Wealth Management’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	$1.8M	Sell	15,896 -81	-0.5%	-$10.1K	0.23%	107
2026 Q1	$1.99M	Sell	15,977 -908	-5%	-$111K	0.29%	90
2025 Q4	$1.88M	Sell	16,885 -417	-2%	-$44.8K	0.35%	88
2025 Q3	$1.78M	Buy	17,302 +827	+5%	+$82.3K	0.32%	92
2025 Q2	$1.62M	Sell	16,475 -2,114	-11%	-$201K	0.32%	92
2025 Q1	$1.65M	Sell	18,589 -742	-4%	-$69.6K	0.37%	84
2024 Q4	$1.75M	Sell	19,331 -12	-0.1%	-$1.04K	0.38%	82
2024 Q3	$1.56M	Sell	19,343 -3,264	-14%	-$240K	0.35%	84
2024 Q2	$1.53M	Sell	22,607 -677	-3%	-$42.6K	0.35%	85
2024 Q1	$1.4M	Sell	23,284 -320	-1%	-$18.3K	0.33%	84
2023 Q4	$1.24M	Sell	23,604 -810	-3%	-$42.9K	0.32%	84
2023 Q3	$1.3M	Sell	24,414 -2,649	-10%	-$141K	0.34%	71
2023 Q2	$1.42M	Sell	27,063 -1,374	-5%	-$69.3K	0.36%	68
2023 Q1	$1.4M	Buy	28,437 +621	+2%	+$29.5K	0.41%	62
2022 Q4	$1.31M	Sell	27,816 -498	-2%	-$23.6K	0.4%	64
2022 Q3	$1.22M	Buy	28,314 +48	+0.2%	+$2.1K	0.4%	65
2022 Q2	$1.15M	Sell	28,266 -69	-0.2%	-$3.18K	0.36%	72
2022 Q1	$1.41M	Sell	28,335 -864	-3%	-$40.6K	0.33%	74
2021 Q4	$1.41M	Sell	29,199 -921	-3%	-$44K	0.33%	81
2021 Q3	$1.4M	Buy	30,120 +435	+1%	+$21K	0.35%	71
2021 Q2	$1.4M	Sell	29,685 -852	-3%	-$39.7K	0.34%	69
2021 Q1	$1.38M	Sell	30,537 -2,802	-8%	-$130K	0.38%	63
2020 Q4	$1.6M	Sell	33,339 -78	-0.2%	-$3.79K	0.5%	47
2020 Q3	$1.56M	Buy	33,417 +516	+2%	+$22.9K	0.59%	44
2020 Q2	$1.31M	Sell	32,901 -4,167	-11%	-$171K	0.56%	41
2020 Q1	$1.4M	Sell	37,068 -2,799	-7%	-$108K	0.78%	31
2019 Q4	$1.58M	Buy	+39,867	New	+$1.58M	0.7%	30

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Solutions Wealth Management's WMT Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Walmart Inc (WMT) stake by 0.51% in Q2 2026, selling an estimated $10.1K and leaving 15,896 shares worth $1.8M. The position accounts for 0.23% of the portfolio, ranked #107.

Independent Solutions Wealth Management first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.99M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Independent Solutions Wealth Management held 15,896 shares of Walmart Inc worth $1.8M as of Q2 2026.
Independent Solutions Wealth Management sold 81 Walmart Inc shares in Q2 2026, an estimated $10.1K.
Walmart Inc made up 0.23% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #107 holding.
Independent Solutions Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
Independent Solutions Wealth Management's Walmart Inc position peaked at $1.99M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.