Intelligent Financial Strategies’s Walmart Inc WMT Stock Holding History

Intelligent Financial Strategies’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	–	Sell	-4,845	Closed	-$541K	–	71
2025 Q4	$541K	Hold	4,845	–	–	0.26%	28
2025 Q3	$499K	Hold	4,845	–	–	0.24%	27
2025 Q2	$474K	Hold	4,845	–	–	0.25%	27
2025 Q1	$426K	Hold	4,845	–	–	0.22%	27
2024 Q4	$439K	Hold	4,845	–	–	0.24%	28
2024 Q3	$391K	Hold	4,845	–	–	0.22%	29
2024 Q2	$328K	Hold	4,845	–	–	0.2%	32
2024 Q1	$293K	Hold	4,845	–	–	0.18%	36
2023 Q4	$256K	Hold	4,845	–	–	0.18%	38
2023 Q3	$258K	Hold	4,845	–	–	0.19%	40
2023 Q2	$254K	Hold	4,845	–	–	0.19%	41
2023 Q1	$239K	Hold	4,845	–	–	0.19%	41
2022 Q4	$230K	Hold	4,845	–	–	0.19%	43
2022 Q3	$209K	Hold	4,845	–	–	0.22%	45
2022 Q2	$196K	Sell	4,845 -993	-17%	-$45.8K	0.2%	47
2022 Q1	$290K	Sell	5,838 -576	-9%	-$27K	0.28%	39
2021 Q4	$309K	Buy	+6,414	New	+$306K	0.28%	43

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intelligent Financial Strategies's WMT Position: Q1 2026 in Review

Intelligent Financial Strategies sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 4,845 shares — an estimated $541K sold.

Intelligent Financial Strategies first reported a position in WMT in Q4 2021 and held it in 17 quarters. The position peaked at $541K in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Intelligent Financial Strategies reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Intelligent Financial Strategies sold 4,845 Walmart Inc shares in Q1 2026, an estimated $541K.
Intelligent Financial Strategies first reported a position in Walmart Inc in Q4 2021 and held it in 17 quarters.
Intelligent Financial Strategies's Walmart Inc position peaked at $541K in Q4 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.