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Investment Advisory Group’s Walmart Inc WMT Stock Holding History

Investment Advisory Group’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
Q2 		$722K Buy
6,371
+250
+4% +$31K 0.16% 103
2026
Q1 		$761K Buy
6,121
+516
+9% +$63.4K 0.19% 90
2025
Q4 		$624K Buy
5,605
+47
+0.8% +$5.05K 0.16% 98
2025
Q3 		$573K Buy
5,558
+1
+0% +$100 0.16% 100
2025
Q2 		$543K Buy
5,557
+954
+21% +$90.9K 0.16% 101
2025
Q1 		$404K Buy
4,603
+29
+0.6% +$2.72K 0.14% 107
2024
Q4 		$413K Sell
4,574
-1,608
-26% -$140K 0.14% 103
2024
Q3 		$499K Buy
6,182
+126
+2% +$9.25K 0.17% 97
2024
Q2 		$410K Buy
6,056
+2,423
+67% +$153K 0.16% 100
2024
Q1 		$219K Buy
+3,633
New +$208K 0.09% 145

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Investment Advisory Group's WMT Position: Q2 2026 in Review

Investment Advisory Group increased its Walmart Inc (WMT) stake by 4.1% in Q2 2026, buying an estimated $31K and bringing the position to 6,371 shares worth $722K. The position accounts for 0.16% of the portfolio, ranked #103.

Investment Advisory Group first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $761K in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Investment Advisory Group held 6,371 shares of Walmart Inc worth $722K as of Q2 2026.
  • Investment Advisory Group bought 250 Walmart Inc shares in Q2 2026, an estimated $31K.
  • Walmart Inc made up 0.16% of Investment Advisory Group's portfolio in Q2 2026, its #103 holding.
  • Investment Advisory Group first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Investment Advisory Group's Walmart Inc position peaked at $761K in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.