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IRON Financial’s Walmart Inc WMT Stock Holding History

IRON Financial’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 		$1.23M Buy
10,888
+373
+4% +$46.3K 0.51% 41
2026
Q1 		$1.31M Buy
10,515
+6,381
+154% +$783K 0.57% 36
2025
Q4 		$461K Sell
4,134
-1
-0% -$107 0.21% 73
2025
Q3 		$426K Buy
4,135
+10
+0.2% +$995 0.2% 76
2025
Q2 		$403K Buy
4,125
+71
+2% +$6.76K 0.21% 76
2025
Q1 		$356K Sell
4,054
-496
-11% -$46.5K 0.2% 70
2024
Q4 		$411K Buy
4,550
+203
+5% +$17.6K 0.23% 63
2024
Q3 		$351K Sell
4,347
-11,119
-72% -$817K 0.19% 70
2024
Q2 		$1.05M Buy
15,466
+266
+2% +$16.8K 0.59% 32
2024
Q1 		$915K Buy
15,200
+7,901
+108% +$452K 0.51% 37
2023
Q4 		$384K Sell
7,299
-135
-2% -$7.14K 0.22% 69
2023
Q3 		$396K Sell
7,434
-11,403
-61% -$607K 0.23% 64
2023
Q2 		$987K Buy
18,837
+378
+2% +$19.1K 0.53% 37
2023
Q1 		$907K Buy
+18,459
New +$876K 0.5% 40
2022
Q2 		– Sell
-5,241
Closed -$260K – 113
2022
Q1 		$260K Sell
5,241
-246
-4% -$11.5K 0.12% 89
2021
Q4 		$265K Buy
5,487
+141
+3% +$6.73K 0.12% 91
2021
Q3 		$248K Buy
5,346
+9
+0.2% +$434 0.12% 93
2021
Q2 		$251K Buy
5,337
+744
+16% +$34.7K 0.12% 89
2021
Q1 		$208K Sell
4,593
-507
-10% -$23.5K 0.11% 97
2020
Q4 		$245K Sell
5,100
-141
-3% -$6.85K 0.12% 100
2020
Q3 		$244K Sell
5,241
-1,011
-16% -$45K 0.13% 87
2020
Q2 		$250K Buy
+6,252
New +$257K 0.13% 86
2020
Q1 		– Sell
-5,757
Closed -$228K – 122
2019
Q4 		$228K Buy
5,757
+402
+8% +$16K 0.11% 100
2019
Q3 		$212K Buy
+5,355
New +$202K 0.16% 89

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRON Financial's WMT Position: Q2 2026 in Review

IRON Financial increased its Walmart Inc (WMT) stake by 3.5% in Q2 2026, buying an estimated $46.3K and bringing the position to 10,888 shares worth $1.23M. The position accounts for 0.51% of the portfolio, ranked #41.

IRON Financial first reported a position in WMT in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.31M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • IRON Financial held 10,888 shares of Walmart Inc worth $1.23M as of Q2 2026.
  • IRON Financial bought 373 Walmart Inc shares in Q2 2026, an estimated $46.3K.
  • Walmart Inc made up 0.51% of IRON Financial's portfolio in Q2 2026, its #41 holding.
  • IRON Financial first reported a position in Walmart Inc in Q3 2019 and has held it in 24 quarters since.
  • IRON Financial's Walmart Inc position peaked at $1.31M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.