Investor's Fiduciary Advisor Network’s Walmart Inc WMT Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.18M	Buy	9,513 +566	+6%	+$69.5K	0.36%	81
2025 Q4	$996K	Buy	8,947 +2,323	+35%	+$249K	0.21%	107
2025 Q3	$682K	Buy	6,624 +26	+0.4%	+$2.59K	0.23%	110
2025 Q2	$645K	Buy	6,598 +1,550	+31%	+$148K	0.24%	110
2025 Q1	$443K	Sell	5,048 -928	-16%	-$87.1K	0.21%	116
2024 Q4	$539K	Buy	+5,976	New	+$519K	0.21%	117

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investor's Fiduciary Advisor Network's WMT Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its Walmart Inc (WMT) stake by 6.3% in Q1 2026, buying an estimated $69.5K and bringing the position to 9,513 shares worth $1.18M. The position accounts for 0.36% of the portfolio, ranked #81.

Investor's Fiduciary Advisor Network first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Investor's Fiduciary Advisor Network held 9,513 shares of Walmart Inc worth $1.18M as of Q1 2026.
Investor's Fiduciary Advisor Network bought 566 Walmart Inc shares in Q1 2026, an estimated $69.5K.
Walmart Inc made up 0.36% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #81 holding.
Investor's Fiduciary Advisor Network first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.