International Private Wealth Advisors’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
$1.49M Buy
13,168
+2,946
+29% +$366K 0.77% 38
2026
Q1
$1.27M Sell
10,222
-292
-3% -$35.9K 0.78% 35
2025
Q4
$1.17M Sell
10,514
-4,572
-30% -$491K 0.74% 40
2025
Q3
$1.55M Buy
15,086
+5,186
+52% +$516K 0.98% 28
2025
Q2
$968K Buy
9,900
+1,752
+22% +$167K 0.83% 31
2025
Q1
$715K Sell
8,148
-980
-11% -$91.9K 0.69% 35
2024
Q4
$825K Buy
9,128
+5,206
+133% +$452K 0.82% 28
2024
Q3
$317K Sell
3,922
-1,132
-22% -$83.1K 0.46% 69
2024
Q2
$342K Buy
5,054
+420
+9% +$26.4K 0.58% 52
2024
Q1
$279K Sell
4,634
-64
-1% -$3.66K 0.54% 70
2023
Q4
$247K Buy
+4,698
New +$249K 0.24% 75

Other funds holding WMT

International Private Wealth Advisors's WMT Position: Q2 2026 in Review

International Private Wealth Advisors increased its Walmart Inc (WMT) stake by 29% in Q2 2026, buying an estimated $366K and bringing the position to 13,168 shares worth $1.49M. The position accounts for 0.77% of the portfolio, ranked #38.

International Private Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q3 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • International Private Wealth Advisors held 13,168 shares of Walmart Inc worth $1.49M as of Q2 2026.
  • International Private Wealth Advisors bought 2,946 Walmart Inc shares in Q2 2026, an estimated $366K.
  • Walmart Inc made up 0.77% of International Private Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • International Private Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • International Private Wealth Advisors's Walmart Inc position peaked at $1.55M in Q3 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.