Innovative Wealth Building’s Walmart Inc WMT Stock Holding History

Innovative Wealth Building’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	–	Sell	-1,621	Closed	-$201K	–	87
2026 Q1	$201K	Buy	+1,621	New	+$199K	0.14%	70

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Innovative Wealth Building's WMT Position: Q2 2026 in Review

Innovative Wealth Building sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,621 shares — an estimated $201K sold.

Innovative Wealth Building first reported a position in WMT in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Innovative Wealth Building reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Innovative Wealth Building sold 1,621 Walmart Inc shares in Q2 2026, an estimated $201K.
Innovative Wealth Building first reported a position in Walmart Inc in Q1 2026 and held it in 1 quarter.
Innovative Wealth Building's Walmart Inc position peaked at $201K in Q1 2026.
2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.