IPG Investment Advisors’s Walmart Inc WMT Stock Holding History

IPG Investment Advisors’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	$6.03M	Sell	48,427 -3,707	-7%	-$455K	1.04%	28
2025 Q4	$5.82M	Sell	52,134 -1,874	-3%	-$201K	1.02%	25
2025 Q3	$5.57M	Buy	54,008 +965	+2%	+$96.1K	0.99%	30
2025 Q2	$5.19M	Sell	53,043 -3,497	-6%	-$333K	1.01%	26
2025 Q1	$4.97M	Buy	56,540 +22,930	+68%	+$2.15M	1.13%	22
2024 Q4	$3.04M	Buy	33,610 +8,258	+33%	+$717K	0.69%	31
2024 Q3	$2.05M	Sell	25,352 -622	-2%	-$45.7K	0.45%	46
2024 Q2	$1.76M	Hold	25,974	–	–	0.38%	54
2024 Q1	$1.57M	Sell	25,974 -375	-1%	-$21.5K	0.34%	54
2023 Q4	$1.38M	Sell	26,349 -690	-3%	-$36.5K	0.28%	56
2023 Q3	$1.44M	Buy	27,039 +10,629	+65%	+$566K	0.32%	54
2023 Q2	$860K	Sell	16,410 -1,167	-7%	-$58.9K	0.19%	72
2023 Q1	$864K	Buy	17,577 +342	+2%	+$16.2K	0.2%	68
2022 Q4	$815K	Sell	17,235 -1,680	-9%	-$79.8K	0.23%	59
2022 Q3	$818K	Sell	18,915 -273	-1%	-$12K	0.23%	57
2022 Q2	$778K	Sell	19,188 -1,674	-8%	-$77.2K	0.19%	62
2022 Q1	$1.04M	Sell	20,862 -3,900	-16%	-$183K	0.2%	61
2021 Q4	$1.2M	Buy	+24,762	New	+$1.18M	0.22%	67
2021 Q2	–	Sell	-52,953	Closed	-$2.4M	–	226
2021 Q1	$2.4M	Buy	52,953 +468	+0.9%	+$21.7K	0.47%	41
2020 Q4	$2.52M	Sell	52,485 -4,308	-8%	-$209K	0.59%	36
2020 Q3	$2.65M	Buy	56,793 +4,305	+8%	+$191K	0.76%	32
2020 Q2	$2.1M	Buy	52,488 +42,345	+417%	+$1.74M	0.71%	34
2020 Q1	$384K	Buy	10,143 +120	+1%	+$4.62K	0.16%	78
2019 Q4	$397K	Hold	10,023	–	–	0.13%	93
2019 Q3	$397K	Sell	10,023 -18,000	-64%	-$679K	0.14%	78
2019 Q2	$1.03M	Buy	28,023 +10,650	+61%	+$367K	0.38%	49
2019 Q1	$565K	Sell	17,373 -6,000	-26%	-$195K	0.19%	74
2018 Q4	$726K	Sell	23,373 -12,498	-35%	-$401K	0.28%	48
2018 Q3	$1.12M	Buy	35,871 +2,931	+9%	+$89.7K	0.36%	39
2018 Q2	$940K	Buy	32,940 +9,750	+42%	+$277K	0.33%	47
2018 Q1	$688K	Buy	23,190 +10,050	+76%	+$323K	0.22%	64
2017 Q4	$433K	Sell	13,140 -1,260	-9%	-$38.6K	0.18%	77
2017 Q3	$375K	Hold	14,400	–	–	0.13%	84
2017 Q2	$363K	Buy	14,400 +15	+0.1%	+$381	0.15%	79
2017 Q1	$346K	Sell	14,385 -600	-4%	-$13.8K	0.16%	86
2016 Q4	$345K	Sell	14,985 -1,050	-7%	-$24.5K	0.14%	88
2016 Q3	$385K	Buy	16,035 +1,350	+9%	+$32.8K	0.16%	72
2016 Q2	$357K	Buy	14,685 +3,291	+29%	+$76.2K	0.15%	86
2016 Q1	$260K	Sell	11,394 -4,500	-28%	-$98.7K	0.12%	86
2015 Q4	$326K	Buy	15,894 +3,990	+34%	+$80.1K	0.15%	80
2015 Q3	$257K	Buy	11,904 +1,500	+14%	+$34.4K	0.12%	101
2015 Q2	$246K	Hold	10,404	–	–	0.09%	111
2015 Q1	$285K	Hold	10,404	–	–	0.11%	99
2014 Q4	$298K	Hold	10,404	–	–	0.12%	89
2014 Q3	$265K	Hold	10,404	–	–	0.1%	76
2014 Q2	$260K	Buy	+10,404	New	+$267K	0.11%	82

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

IPG Investment Advisors's WMT Position: Q1 2026 in Review

IPG Investment Advisors reduced its Walmart Inc (WMT) stake by 7.1% in Q1 2026, selling an estimated $455K and leaving 48,427 shares worth $6.03M. The position accounts for 1.04% of the portfolio, ranked #28.

IPG Investment Advisors first reported a position in WMT in Q2 2014 and has held it in 46 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

IPG Investment Advisors held 48,427 shares of Walmart Inc worth $6.03M as of Q1 2026.
IPG Investment Advisors sold 3,707 Walmart Inc shares in Q1 2026, an estimated $455K.
Walmart Inc made up 1.04% of IPG Investment Advisors's portfolio in Q1 2026, its #28 holding.
IPG Investment Advisors first reported a position in Walmart Inc in Q2 2014 and has held it in 46 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.