Ipswich Investment Management’s Walmart Inc WMT Stock Holding History

Ipswich Investment Management’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	$210K	Hold	1,857	–	–	0.04%	183
2026 Q1	$231K	Hold	1,857	–	–	0.05%	171
2025 Q4	$207K	Buy	+1,857	New	+$199K	0.05%	178
2025 Q1	–	Sell	-2,259	Closed	-$204K	–	193
2024 Q4	$204K	Buy	+2,259	New	+$196K	0.05%	181
2023 Q3	–	Sell	-4,758	Closed	-$249K	–	189
2023 Q2	$249K	Sell	4,758 -1,605	-25%	-$81K	0.07%	166
2023 Q1	$313K	Buy	+6,363	New	+$302K	0.09%	147
2019 Q1	–	Sell	-828	Closed	-$26K	–	394
2018 Q4	$26K	Buy	+828	New	+$26.5K	0.01%	315
2016 Q2	–	Sell	-708	Closed	-$16K	–	328
2016 Q1	$16K	Buy	+708	New	+$15.5K	0.01%	303

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ipswich Investment Management's WMT Position: Q2 2026 in Review

Ipswich Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 1,857 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #183.

Ipswich Investment Management first reported a position in WMT in Q1 2016 and has held it in 8 quarters since. The position peaked at $313K in Q1 2023. 1,933 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Ipswich Investment Management held 1,857 shares of Walmart Inc worth $210K as of Q2 2026.
Ipswich Investment Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.04% of Ipswich Investment Management's portfolio in Q2 2026, its #183 holding.
Ipswich Investment Management first reported a position in Walmart Inc in Q1 2016 and has held it in 8 quarters since.
Ipswich Investment Management's Walmart Inc position peaked at $313K in Q1 2023.
1,933 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.