Independent Wealth Network’s Walmart Inc WMT Stock Holding History

Independent Wealth Network’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	$528K	Sell	4,659 -316	-6%	-$39.2K	0.13%	175
2026 Q1	$618K	Buy	4,975 +17	+0.3%	+$2.09K	0.18%	140
2025 Q4	$552K	Sell	4,958 -1,029	-17%	-$110K	0.17%	137
2025 Q3	$617K	Sell	5,987 -60	-1%	-$5.97K	0.2%	122
2025 Q2	$591K	Buy	6,047 +453	+8%	+$43.2K	0.22%	120
2025 Q1	$491K	Buy	5,594 +26	+0.5%	+$2.44K	0.2%	130
2024 Q4	$503K	Buy	5,568 +222	+4%	+$19.3K	0.2%	125
2024 Q3	$432K	Buy	5,346 +2,213	+71%	+$163K	0.19%	132
2024 Q2	$212K	Buy	+3,133	New	+$197K	0.1%	199

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 Wealth Network's WMT Position: Q2 2026 in Review

Independent Wealth Network reduced its Walmart Inc (WMT) stake by 6.4% in Q2 2026, selling an estimated $39.2K and leaving 4,659 shares worth $528K. The position accounts for 0.13% of the portfolio, ranked #175.

Independent Wealth Network first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $618K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Independent Wealth Network held 4,659 shares of Walmart Inc worth $528K as of Q2 2026.
Independent Wealth Network sold 316 Walmart Inc shares in Q2 2026, an estimated $39.2K.
Walmart Inc made up 0.13% of Independent Wealth Network's portfolio in Q2 2026, its #175 holding.
Independent Wealth Network first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Independent Wealth Network's Walmart Inc position peaked at $618K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.