Iowa State Bank’s Walmart Inc WMT Stock Holding History

Iowa State Bank’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	$2.59M	Sell	22,898 -66	-0.3%	-$8.19K	0.43%	66
2026 Q1	$2.85M	Sell	22,964 -1,790	-7%	-$220K	0.53%	57
2025 Q4	$2.76M	Sell	24,754 -166	-0.7%	-$17.8K	0.52%	55
2025 Q3	$2.57M	Sell	24,920 -2,016	-7%	-$201K	0.49%	61
2025 Q2	$2.63M	Buy	26,936 +20	+0.1%	+$1.91K	0.52%	59
2025 Q1	$2.36M	Buy	26,916 +109	+0.4%	+$10.2K	0.5%	64
2024 Q4	$2.42M	Buy	26,807 +18,263	+214%	+$1.58M	0.5%	63
2024 Q3	$690K	Sell	8,544 -138	-2%	-$10.1K	0.14%	90
2024 Q2	$588K	Sell	8,682 -483	-5%	-$30.4K	0.13%	88
2024 Q1	$551K	Sell	9,165 -1,962	-18%	-$112K	0.12%	90
2023 Q4	$585K	Hold	11,127	–	–	0.14%	87
2023 Q3	$593K	Buy	11,127 +1,752	+19%	+$93.2K	0.15%	87
2023 Q2	$491K	Buy	9,375 +150	+2%	+$7.57K	0.12%	92
2023 Q1	$453K	Sell	9,225 -783	-8%	-$37.2K	0.11%	90
2022 Q4	$473K	Buy	10,008 +1,593	+19%	+$75.7K	0.12%	91
2022 Q3	$364K	Hold	8,415	–	–	0.1%	91
2022 Q2	$341K	Hold	8,415	–	–	0.09%	96
2022 Q1	$418K	Buy	8,415 +750	+10%	+$35.2K	0.1%	94
2021 Q4	$370K	Hold	7,665	–	–	0.09%	103
2021 Q3	$356K	Hold	7,665	–	–	0.1%	104
2021 Q2	$360K	Hold	7,665	–	–	0.1%	102
2021 Q1	$347K	Hold	7,665	–	–	0.1%	100
2020 Q4	$368K	Hold	7,665	–	–	0.12%	96
2020 Q3	$357K	Hold	7,665	–	–	0.14%	94
2020 Q2	$306K	Sell	7,665 -7,500	-49%	-$308K	0.13%	91
2020 Q1	$574K	Hold	15,165	–	–	0.27%	76
2019 Q4	$601K	Buy	15,165 +900	+6%	+$35.7K	0.21%	86
2019 Q3	$564K	Buy	14,265 +7,329	+106%	+$277K	0.21%	82
2019 Q2	$255K	Hold	6,936	–	–	0.11%	96
2019 Q1	$225K	Hold	6,936	–	–	0.1%	97
2018 Q4	$215K	Hold	6,936	–	–	0.11%	95
2018 Q3	$217K	Sell	6,936 -3,840	-36%	-$117K	0.1%	97
2018 Q2	$308K	Hold	10,776	–	–	0.15%	85
2018 Q1	$320K	Sell	10,776 -159	-1%	-$5.11K	0.16%	82
2017 Q4	$360K	Buy	10,935 +411	+4%	+$12.6K	0.16%	80
2017 Q3	$274K	Hold	10,524	–	–	0.13%	82
2017 Q2	$265K	Hold	10,524	–	–	0.13%	81
2017 Q1	$253K	Buy	10,524 +450	+4%	+$10.4K	0.12%	80
2016 Q4	$232K	Buy	10,074 +417	+4%	+$9.73K	0.12%	81
2016 Q3	$232K	Buy	9,657 +300	+3%	+$7.28K	0.12%	82
2016 Q2	$228K	Sell	9,357 -300	-3%	-$6.94K	0.12%	83
2016 Q1	$220K	Sell	9,657 -1,770	-15%	-$38.8K	0.12%	84
2015 Q4	$233K	Buy	11,427 +300	+3%	+$6.02K	0.14%	74
2015 Q3	$240K	Buy	+11,127	New	+$255K	0.16%	69
2014 Q2	–	Sell	-11,922	Closed	-$304K	–	74
2014 Q1	$304K	Sell	11,922 -3,534	-23%	-$88.7K	0.22%	59
2013 Q4	$405K	Buy	15,456 +2,160	+16%	+$55.8K	0.3%	57
2013 Q3	$328K	Buy	13,296 +1,200	+10%	+$30.3K	0.26%	59
2013 Q2	$300K	Buy	+12,096	New	+$310K	0.25%	63

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Iowa State Bank's WMT Position: Q2 2026 in Review

Iowa State Bank reduced its Walmart Inc (WMT) stake by 0.29% in Q2 2026, selling an estimated $8.19K and leaving 22,898 shares worth $2.59M. The position accounts for 0.43% of the portfolio, ranked #66.

Iowa State Bank first reported a position in WMT in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.85M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Iowa State Bank held 22,898 shares of Walmart Inc worth $2.59M as of Q2 2026.
Iowa State Bank sold 66 Walmart Inc shares in Q2 2026, an estimated $8.19K.
Walmart Inc made up 0.43% of Iowa State Bank's portfolio in Q2 2026, its #66 holding.
Iowa State Bank first reported a position in Walmart Inc in Q2 2013 and has held it in 48 quarters since.
Iowa State Bank's Walmart Inc position peaked at $2.85M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.