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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
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 $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

Investment Advisory Group's WMT Position: Q1 2026 in Review

Investment Advisory Group increased its Walmart Inc (WMT) stake by 9.2% in Q1 2026, buying an estimated $63.4K and bringing the position to 6,121 shares worth $761K. The position accounts for 0.19% of the portfolio, ranked #90.

Investment Advisory Group first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Investment Advisory Group held 6,121 shares of Walmart Inc worth $761K as of Q1 2026.
  • Investment Advisory Group bought 516 Walmart Inc shares in Q1 2026, an estimated $63.4K.
  • Walmart Inc made up 0.19% of Investment Advisory Group's portfolio in Q1 2026, its #90 holding.
  • Investment Advisory Group first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.