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Integrated Investment Consultants’s Walmart Inc WMT Stock Holding History

Integrated Investment Consultants’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
Q1 		$2.91M Sell
23,423
-1,923
-8% -$236K 0.62% 34
2025
Q4 		$2.82M Buy
25,346
+13,512
+114% +$1.45M 0.55% 39
2025
Q3 		$1.22M Sell
11,834
-297
-2% -$29.6K 0.21% 66
2025
Q2 		$1.19M Sell
12,131
-4,913
-29% -$468K 0.23% 70
2025
Q1 		$1.5M Sell
17,044
-22,388
-57% -$2.1M 0.3% 60
2024
Q4 		$3.56M Buy
39,432
+23,809
+152% +$2.07M 0.73% 29
2024
Q3 		$1.26M Buy
15,623
+5,298
+51% +$389K 0.27% 53
2024
Q2 		$621K Hold
10,325
– – 0.17% 103
2024
Q1 		$621K Buy
10,325
+1,928
+23% +$110K 0.17% 103
2023
Q4 		$441K Buy
8,397
+48
+0.6% +$2.54K 0.14% 135
2023
Q3 		$445K Sell
8,349
-525
-6% -$27.9K 0.16% 116
2023
Q2 		$465K Buy
8,874
+2,070
+30% +$104K 0.15% 120
2023
Q1 		$334K Sell
6,804
-45
-0.7% -$2.14K 0.11% 177
2022
Q4 		$324K Buy
6,849
+1,236
+22% +$58.7K 0.11% 164
2022
Q3 		$243K Buy
5,613
+564
+11% +$24.7K 0.1% 181
2022
Q2 		$205K Sell
5,049
-1,866
-27% -$86K 0.07% 217
2022
Q1 		$343K Sell
6,915
-57
-0.8% -$2.68K 0.09% 200
2021
Q4 		$336K Buy
6,972
+498
+8% +$23.8K 0.09% 212
2021
Q3 		$301K Buy
6,474
+456
+8% +$22K 0.09% 211
2021
Q2 		$283K Buy
6,018
+660
+12% +$30.7K 0.08% 218
2021
Q1 		$243K Sell
5,358
-1,284
-19% -$59.5K 0.08% 216
2020
Q4 		$319K Buy
6,642
+771
+13% +$37.4K 0.12% 157
2020
Q3 		$274K Buy
5,871
+795
+16% +$35.3K 0.13% 140
2020
Q2 		$203K Buy
+5,076
New +$209K 0.1% 160
2020
Q1 		– Sell
-5,076
Closed -$201K – 195
2019
Q4 		$201K Sell
5,076
-1,428
-22% -$56.7K 0.08% 173
2019
Q3 		$257K Hold
6,504
– – 0.13% 117
2019
Q2 		$240K Buy
6,504
+300
+5% +$10.3K 0.12% 123
2019
Q1 		$202K Sell
6,204
-300
-5% -$9.73K 0.11% 137
2018
Q4 		$202K Sell
6,504
-2,700
-29% -$86.6K 0.11% 149
2018
Q3 		$288K Hold
9,204
– – 0.14% 113
2018
Q2 		$263K Sell
9,204
-2,100
-19% -$59.7K 0.14% 116
2018
Q1 		$335K Buy
+11,304
New +$364K 0.13% 100
2017
Q3 		$263K Buy
10,107
+207
+2% +$5.43K 0.11% 112
2017
Q2 		$250K Sell
9,900
-300
-3% -$7.62K 0.11% 114
2017
Q1 		$245K Sell
10,200
-20,580
-67% -$474K 0.11% 118
2016
Q4 		$709K Buy
30,780
+3,300
+12% +$77K 0.34% 51
2016
Q3 		$625K Hold
27,480
– – 0.32% 54
2016
Q2 		$669K Sell
27,480
-49,590
-64% -$1.15M 0.38% 50
2016
Q1 		$1.75M Buy
77,070
+1,125
+1% +$24.7K 1.01% 13
2015
Q4 		$1.59M Buy
+75,945
New +$1.52M 1.25% 14

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Investment Consultants's WMT Position: Q1 2026 in Review

Integrated Investment Consultants reduced its Walmart Inc (WMT) stake by 7.6% in Q1 2026, selling an estimated $236K and leaving 23,423 shares worth $2.91M. The position accounts for 0.62% of the portfolio, ranked #34.

Integrated Investment Consultants first reported a position in WMT in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.56M in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Integrated Investment Consultants held 23,423 shares of Walmart Inc worth $2.91M as of Q1 2026.
  • Integrated Investment Consultants sold 1,923 Walmart Inc shares in Q1 2026, an estimated $236K.
  • Walmart Inc made up 0.62% of Integrated Investment Consultants's portfolio in Q1 2026, its #34 holding.
  • Integrated Investment Consultants first reported a position in Walmart Inc in Q4 2015 and has held it in 40 quarters since.
  • Integrated Investment Consultants's Walmart Inc position peaked at $3.56M in Q4 2024.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.