Ipsen Advisor Group’s Walmart Inc WMT Stock Holding History

Ipsen Advisor 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 Q1	$2.21M	Sell	17,806 -396	-2%	-$48.6K	1.55%	21
2025 Q4	$2.03M	Sell	18,202 -401	-2%	-$43.1K	1.44%	20
2025 Q3	$1.92M	Sell	18,603 -548	-3%	-$54.6K	1.38%	21
2025 Q2	$1.87M	Buy	19,151 +268	+1%	+$25.5K	1.43%	19
2025 Q1	$1.66M	Buy	18,883 +41	+0.2%	+$3.85K	1.43%	17
2024 Q4	$1.7M	Buy	+18,842	New	+$1.64M	1.45%	17
2022 Q4	$1.07M	Buy	+22,629	New	+$1.07M	1.23%	17

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

Ipsen Advisor Group's WMT Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Walmart Inc (WMT) stake by 2.2% in Q1 2026, selling an estimated $48.6K and leaving 17,806 shares worth $2.21M. The position accounts for 1.55% of the portfolio, ranked #21.

Ipsen Advisor Group first reported a position in WMT in Q4 2022 and has held it in 7 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Ipsen Advisor Group held 17,806 shares of Walmart Inc worth $2.21M as of Q1 2026.
Ipsen Advisor Group sold 396 Walmart Inc shares in Q1 2026, an estimated $48.6K.
Walmart Inc made up 1.55% of Ipsen Advisor Group's portfolio in Q1 2026, its #21 holding.
Ipsen Advisor Group first reported a position in Walmart Inc in Q4 2022 and has held it in 7 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.