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Investment Advisory Services’s Walmart Inc WMT Stock Holding History

Investment Advisory Services’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 		$11.2M Sell
99,218
-255
-0.3% -$31.7K 3.24% 6
2026
Q1 		$12.4M Sell
99,473
-2,026
-2% -$249K 3.93% 5
2025
Q4 		$11.3M Sell
101,499
-1,483
-1% -$159K 3.54% 6
2025
Q3 		$10.6M Sell
102,982
-1,237
-1% -$123K 3.34% 7
2025
Q2 		$10.2M Buy
104,219
+3,011
+3% +$287K 3.4% 6
2025
Q1 		$8.89M Sell
101,208
-3,262
-3% -$306K 3.21% 8
2024
Q4 		$9.44M Buy
104,470
+45
+0% +$3.9K 3.33% 8
2024
Q3 		$8.43M Sell
104,425
-6,262
-6% -$460K 2.98% 8
2024
Q2 		$7.49M Sell
110,687
-2,289
-2% -$144K 2.75% 8
2024
Q1 		$6.8M Buy
112,976
+494
+0.4% +$28.3K 2.5% 8
2023
Q4 		$5.91M Sell
112,482
-1,311
-1% -$69.4K 2.33% 8
2023
Q3 		$6.07M Buy
113,793
+327
+0.3% +$17.4K 2.61% 8
2023
Q2 		$5.94M Buy
113,466
+2,880
+3% +$145K 2.51% 9
2023
Q1 		$5.44M Buy
110,586
+759
+0.7% +$36K 2.68% 9
2022
Q4 		$5.22M Buy
109,827
+1,602
+1% +$76.1K 2.68% 10
2022
Q3 		$4.68M Buy
108,225
+897
+0.8% +$39.3K 2.8% 9
2022
Q2 		$4.35M Sell
107,328
-2,742
-2% -$126K 2.51% 11
2022
Q1 		$5.46M Buy
110,070
+531
+0.5% +$24.9K 3.05% 5
2021
Q4 		$5.28M Buy
109,539
+4,497
+4% +$215K 2.88% 6
2021
Q3 		$4.88M Sell
105,042
-48
-0% -$2.31K 2.99% 5
2021
Q2 		$4.94M Buy
+105,090
New +$4.89M 3.05% 5
2020
Q4 		$5.06M Buy
105,546
+15
+0% +$728 3.54% 5
2020
Q3 		$4.92M Buy
105,531
+426
+0.4% +$18.9K 3.89% 5
2020
Q2 		$4.2M Buy
105,105
+1,125
+1% +$46.3K 3.59% 5
2020
Q1 		$3.94M Buy
103,980
+4,908
+5% +$189K 4.22% 4
2019
Q4 		$3.95M Buy
+99,072
New +$3.93M 3.55% 5

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Investment Advisory Services reduced its Walmart Inc (WMT) stake by 0.26% in Q2 2026, selling an estimated $31.7K and leaving 99,218 shares worth $11.2M. The position accounts for 3.24% of the portfolio, ranked #6.

Investment Advisory Services first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.4M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Investment Advisory Services held 99,218 shares of Walmart Inc worth $11.2M as of Q2 2026.
  • Investment Advisory Services sold 255 Walmart Inc shares in Q2 2026, an estimated $31.7K.
  • Walmart Inc made up 3.24% of Investment Advisory Services's portfolio in Q2 2026, its #6 holding.
  • Investment Advisory Services first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Walmart Inc position peaked at $12.4M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.