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Innovative Asset Advisors Group’s Walmart Inc WMT Stock Holding History

Innovative Asset Advisors 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 		$585K Sell
5,166
-5
-0.1% -$621 0.26% 76
2026
Q1 		$644K Buy
+5,171
New +$635K 0.37% 54

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

Innovative Asset Advisors Group's WMT Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Walmart Inc (WMT) stake by 0.1% in Q2 2026, selling an estimated $621 and leaving 5,166 shares worth $585K. The position accounts for 0.26% of the portfolio, ranked #76.

Innovative Asset Advisors Group first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $644K in Q1 2026. 4,231 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Innovative Asset Advisors Group held 5,166 shares of Walmart Inc worth $585K as of Q2 2026.
  • Innovative Asset Advisors Group sold 5 Walmart Inc shares in Q2 2026, an estimated $621.
  • Walmart Inc made up 0.26% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #76 holding.
  • Innovative Asset Advisors Group first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Walmart Inc position peaked at $644K in Q1 2026.
  • 4,231 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.