Institute for Wealth Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.13M | Sell |
18,826
-990
| -5% | -$123K | 0.19% | 109 |
|
|
2026
Q1 | $2.46M | Buy |
19,816
+155
| +0.8% | +$19K | 0.26% | 88 |
|
|
2025
Q4 | $2.19M | Buy |
19,661
+130
| +0.7% | +$14K | 0.23% | 87 |
|
|
2025
Q3 | $2.01M | Sell |
19,531
-639
| -3% | -$63.6K | 0.21% | 103 |
|
|
2025
Q2 | $1.97M | Sell |
20,170
-565
| -3% | -$53.8K | 0.22% | 100 |
|
|
2025
Q1 | $1.82M | Sell |
20,735
-431
| -2% | -$40.4K | 0.23% | 98 |
|
|
2024
Q4 | $1.91M | Sell |
21,166
-51
| -0.2% | -$4.43K | 0.24% | 89 |
|
|
2024
Q3 | $1.71M | Sell |
21,217
-338
| -2% | -$24.8K | 0.22% | 105 |
|
|
2024
Q2 | $1.46M | Buy |
21,555
+2,119
| +11% | +$133K | 0.2% | 116 |
|
|
2024
Q1 | $1.17M | Buy |
19,436
+1,049
| +6% | +$60K | 0.15% | 144 |
|
|
2023
Q4 | $966K | Sell |
18,387
-75
| -0.4% | -$3.97K | 0.16% | 157 |
|
|
2023
Q3 | $984K | Buy |
18,462
+12
| +0.1% | +$639 | 0.18% | 143 |
|
|
2023
Q2 | $967K | Sell |
18,450
-363
| -2% | -$18.3K | 0.16% | 157 |
|
|
2023
Q1 | $925K | Buy |
18,813
+117
| +0.6% | +$5.55K | 0.18% | 151 |
|
|
2022
Q4 | $884K | Buy |
18,696
+186
| +1% | +$8.83K | 0.19% | 153 |
|
|
2022
Q3 | $800K | Buy |
18,510
+888
| +5% | +$38.9K | 0.18% | 155 |
|
|
2022
Q2 | $714K | Sell |
17,622
-4,953
| -22% | -$228K | 0.14% | 186 |
|
|
2022
Q1 | $1.12M | Buy |
22,575
+27
| +0.1% | +$1.27K | 0.18% | 138 |
|
|
2021
Q4 | $1.09M | Buy |
22,548
+12
| +0.1% | +$573 | 0.18% | 145 |
|
|
2021
Q3 | $1.05M | Buy |
22,536
+18
| +0.1% | +$867 | 0.18% | 136 |
|
|
2021
Q2 | $1.06M | Buy |
22,518
+534
| +2% | +$24.9K | 0.19% | 144 |
|
|
2021
Q1 | $995K | Buy |
21,984
+3,993
| +22% | +$185K | 0.19% | 144 |
|
|
2020
Q4 | $864K | Buy |
17,991
+4,692
| +35% | +$228K | 0.17% | 157 |
|
|
2020
Q3 | $620K | Buy |
13,299
+108
| +0.8% | +$4.8K | 0.14% | 193 |
|
|
2020
Q2 | $527K | Buy |
13,191
+177
| +1% | +$7.28K | 0.13% | 219 |
|
|
2020
Q1 | $493K | Sell |
13,014
-12
| -0.1% | -$462 | 0.15% | 187 |
|
|
2019
Q4 | $516K | Buy |
13,026
+132
| +1% | +$5.24K | 0.12% | 243 |
|
|
2019
Q3 | $510K | Sell |
12,894
-4,059
| -24% | -$153K | 0.13% | 233 |
|
|
2019
Q2 | $624K | Buy |
16,953
+12
| +0.1% | +$414 | 0.14% | 220 |
|
|
2019
Q1 | $551K | Buy |
+16,941
| New | +$549K | 0.12% | 224 |
|
|
2018
Q1 | – | Sell |
-14,904
| Closed | -$498K | – | 401 |
|
|
2017
Q4 | $498K | Buy |
+14,904
| New | +$456K | 0.11% | 222 |
|
|
2017
Q3 | – | Sell |
-17,415
| Closed | -$442K | – | 396 |
|
|
2017
Q2 | $442K | Buy |
+17,415
| New | +$442K | 0.12% | 246 |
|
|
2014
Q1 | – | Sell |
-129
| Closed | -$3K | – | 83 |
|
|
2013
Q4 | $3K | Hold |
129
| – | – | ﹤0.01% | 70 |
|
|
2013
Q3 | $3K | Buy |
+129
| New | +$3.25K | ﹤0.01% | 65 |
|
Other funds holding WMT
Institute for Wealth Management's WMT Position: Q2 2026 in Review
Institute for Wealth Management reduced its Walmart Inc (WMT) stake by 5% in Q2 2026, selling an estimated $123K and leaving 18,826 shares worth $2.13M. The position accounts for 0.19% of the portfolio, ranked #109.
Institute for Wealth Management first reported a position in WMT in Q3 2013 and has held it in 34 quarters since. The position peaked at $2.46M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Institute for Wealth Management held 18,826 shares of Walmart Inc worth $2.13M as of Q2 2026.
- Institute for Wealth Management sold 990 Walmart Inc shares in Q2 2026, an estimated $123K.
- Walmart Inc made up 0.19% of Institute for Wealth Management's portfolio in Q2 2026, its #109 holding.
- Institute for Wealth Management first reported a position in Walmart Inc in Q3 2013 and has held it in 34 quarters since.
- Institute for Wealth Management's Walmart Inc position peaked at $2.46M in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.