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Investment Research & Advisory Group’s Walmart Inc WMT Stock Holding History

Investment Research & 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 		$150K Buy
1,160
+1
+0.1% +$124 0.05% 87
2026
Q1 		$158K Buy
1,159
+1
+0.1% +$123 0.06% 80
2025
Q4 		$139K Sell
1,158
-210
-15% -$22.5K 0.05% 82
2025
Q3 		$150K Sell
1,368
-23
-2% -$2.29K 0.05% 81
2025
Q2 		$136K Buy
1,391
+420
+43% +$40K 0.05% 79
2025
Q1 		$85.2K Buy
971
+284
+41% +$26.6K 0.04% 98
2024
Q4 		$62K Hold
687
– – 0.03% 99
2024
Q3 		$55.5K Buy
687
+213
+45% +$15.6K 0.02% 98
2024
Q2 		$32.1K Buy
474
+80
+20% +$5.04K 0.01% 108
2024
Q1 		$23.7K Buy
394
+1
+0.3% +$57 0.01% 122
2023
Q4 		$20.7K Hold
393
– – 0.01% 122
2023
Q3 		$21K Hold
393
– – 0.01% 121
2023
Q2 		$20.6K Buy
393
+3
+0.8% +$151 0.01% 129
2023
Q1 		$19.2K Buy
390
+3
+0.8% +$142 0.01% 118
2022
Q4 		$18.4K Hold
387
– – 0.01% 116
2022
Q3 		$17K Sell
387
-3
-0.8% -$131 0.01% 117
2022
Q2 		$16K Buy
390
+6
+2% +$277 0.01% 124
2022
Q1 		$19K Buy
384
+219
+133% +$10.3K 0.01% 131
2021
Q4 		$8K Hold
165
– – ﹤0.01% 170
2021
Q3 		$8K Buy
165
+51
+45% +$2.46K 0.01% 135
2021
Q2 		$5K Buy
+114
New +$5.31K ﹤0.01% 162

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Investment Research & Advisory Group increased its Walmart Inc (WMT) stake by 0.09% in Q2 2026, buying an estimated $124 and bringing the position to 1,160 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #87.

Investment Research & Advisory Group first reported a position in WMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $158K in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Investment Research & Advisory Group held 1,160 shares of Walmart Inc worth $150K as of Q2 2026.
  • Investment Research & Advisory Group bought 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.05% of Investment Research & Advisory Group's portfolio in Q2 2026, its #87 holding.
  • Investment Research & Advisory Group first reported a position in Walmart Inc in Q2 2021 and has held it in 21 quarters since.
  • Investment Research & Advisory Group's Walmart Inc position peaked at $158K in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.