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Intelligence Driven Advisers’s Walmart Inc WMT Stock Holding History

Intelligence Driven Advisers’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
Q3 		$635K Sell
6,109
-211
-3% -$23.2K 0.11% 63
2026
Q2 		$716K Buy
6,320
+117
+2% +$14.5K 0.12% 64
2026
Q1 		$771K Buy
6,203
+1,086
+21% +$133K 0.13% 56
2025
Q4 		$570K Buy
5,117
+315
+7% +$33.8K 0.08% 65
2025
Q3 		$495K Buy
4,802
+671
+16% +$66.8K 0.07% 71
2025
Q2 		$404K Buy
4,131
+533
+15% +$50.8K 0.06% 75
2025
Q1 		$316K Buy
3,598
+180
+5% +$16.9K 0.06% 72
2024
Q4 		$309K Buy
3,418
+42
+1% +$3.65K 0.06% 72
2024
Q3 		$273K Buy
3,376
+63
+2% +$4.63K 0.04% 88
2024
Q2 		$224K Buy
+3,313
New +$209K 0.03% 95

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Intelligence Driven Advisers's WMT Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its Walmart Inc (WMT) stake by 3.3% in Q3 2026, selling an estimated $23.2K and leaving 6,109 shares worth $635K. The position accounts for 0.11% of the portfolio, ranked #63.

Intelligence Driven Advisers first reported a position in WMT in Q2 2024 and has held it in 10 quarters since. The position peaked at $771K in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Intelligence Driven Advisers held 6,109 shares of Walmart Inc worth $635K as of Q3 2026.
  • Intelligence Driven Advisers sold 211 Walmart Inc shares in Q3 2026, an estimated $23.2K.
  • Walmart Inc made up 0.11% of Intelligence Driven Advisers's portfolio in Q3 2026, its #63 holding.
  • Intelligence Driven Advisers first reported a position in Walmart Inc in Q2 2024 and has held it in 10 quarters since.
  • Intelligence Driven Advisers's Walmart Inc position peaked at $771K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.