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International Private Wealth Advisors’s Walmart Inc WMT Stock Holding History

International Private Wealth Advisors’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 		$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

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

International Private Wealth Advisors's WMT Position: Q1 2026 in Review

International Private Wealth Advisors reduced its Walmart Inc (WMT) stake by 2.8% in Q1 2026, selling an estimated $35.9K and leaving 10,222 shares worth $1.27M. The position accounts for 0.78% of the portfolio, ranked #35.

International Private Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.55M in Q3 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • International Private Wealth Advisors held 10,222 shares of Walmart Inc worth $1.27M as of Q1 2026.
  • International Private Wealth Advisors sold 292 Walmart Inc shares in Q1 2026, an estimated $35.9K.
  • Walmart Inc made up 0.78% of International Private Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • International Private Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • International Private Wealth Advisors's Walmart Inc position peaked at $1.55M in Q3 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.