Iron Gate Global Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.48M | Buy |
36,031
+1,557
| +5% | +$191K | 0.47% | 23 |
|
|
2025
Q4 | $3.84M | Sell |
34,474
-1,435
| -4% | -$154K | 0.39% | 24 |
|
|
2025
Q3 | $3.71M | Sell |
35,909
-3,220
| -8% | -$321K | 0.38% | 26 |
|
|
2025
Q2 | $3.83M | Sell |
39,129
-4,138
| -10% | -$394K | 0.43% | 24 |
|
|
2025
Q1 | $3.81M | Sell |
43,267
-4,528
| -9% | -$425K | 0.52% | 23 |
|
|
2024
Q4 | $4.32M | Buy |
47,795
+87
| +0.2% | +$7.55K | 0.61% | 21 |
|
|
2024
Q3 | $3.85M | Buy |
47,708
+68
| +0.1% | +$4.99K | 0.6% | 21 |
|
|
2024
Q2 | $3.23M | Sell |
47,640
-603
| -1% | -$38K | 0.53% | 22 |
|
|
2024
Q1 | $2.91M | Buy |
48,243
+306
| +0.6% | +$17.5K | 0.52% | 22 |
|
|
2023
Q4 | $2.52M | Buy |
47,937
+258
| +0.5% | +$13.7K | 0.5% | 24 |
|
|
2023
Q3 | $2.58M | Sell |
47,679
-303
| -0.6% | -$16.1K | 0.58% | 23 |
|
|
2023
Q2 | $2.51M | Sell |
47,982
-408
| -0.8% | -$20.6K | 0.54% | 25 |
|
|
2023
Q1 | $2.38M | Sell |
48,390
-333
| -0.7% | -$15.8K | 0.59% | 25 |
|
|
2022
Q4 | $2.3M | Sell |
48,723
-321
| -0.7% | -$15.2K | 0.63% | 26 |
|
|
2022
Q3 | $2.12M | Sell |
49,044
-2,073
| -4% | -$90.8K | 0.59% | 22 |
|
|
2022
Q2 | $2.07M | Buy |
51,117
+1,449
| +3% | +$66.8K | 0.57% | 24 |
|
|
2022
Q1 | $2.47M | Sell |
49,668
-414
| -0.8% | -$19.4K | 0.56% | 24 |
|
|
2021
Q4 | $2.37M | Sell |
50,082
-57
| -0.1% | -$2.72K | 0.56% | 24 |
|
|
2021
Q3 | $2.33M | Sell |
50,139
-168
| -0.3% | -$8.09K | 0.63% | 23 |
|
|
2021
Q2 | $2.36M | Buy |
50,307
+408
| +0.8% | +$19K | 0.66% | 21 |
|
|
2021
Q1 | $2.26M | Buy |
49,899
+4,029
| +9% | +$187K | 0.72% | 21 |
|
|
2020
Q4 | $2.2M | Sell |
45,870
-1,539
| -3% | -$74.7K | 0.81% | 24 |
|
|
2020
Q3 | $2.21M | Sell |
47,409
-504
| -1% | -$22.4K | 0.93% | 19 |
|
|
2020
Q2 | $1.91M | Buy |
47,913
+18,996
| +66% | +$781K | 0.93% | 21 |
|
|
2020
Q1 | $1.1M | Buy |
28,917
+588
| +2% | +$22.6K | 0.74% | 25 |
|
|
2019
Q4 | $1.12M | Sell |
28,329
-9
| -0% | -$357 | 0.64% | 25 |
|
|
2019
Q3 | $1.12M | Buy |
28,338
+723
| +3% | +$27.3K | 0.68% | 27 |
|
|
2019
Q2 | $1.02M | Buy |
27,615
+10,806
| +64% | +$372K | 0.68% | 26 |
|
|
2019
Q1 | $544K | Buy |
16,809
+5,337
| +47% | +$173K | 0.22% | 39 |
|
|
2018
Q4 | $356K | Sell |
11,472
-600
| -5% | -$19.2K | 0.26% | 42 |
|
|
2018
Q3 | $378K | Buy |
12,072
+6,735
| +126% | +$206K | 0.25% | 38 |
|
|
2018
Q2 | $152K | Buy |
+5,337
| New | +$152K | 0.11% | 52 |
|
|
2017
Q4 | – | Sell |
-1,800
| Closed | -$46K | – | 57 |
|
|
2017
Q3 | $46K | Buy |
+1,800
| New | +$47.2K | 0.04% | 46 |
|
Other funds holding WMT
VCM
VPM
Iron Gate Global Advisors's WMT Position: Q1 2026 in Review
Iron Gate Global Advisors increased its Walmart Inc (WMT) stake by 4.5% in Q1 2026, buying an estimated $191K and bringing the position to 36,031 shares worth $4.48M. The position accounts for 0.47% of the portfolio, ranked #23.
Iron Gate Global Advisors first reported a position in WMT in Q3 2017 and has held it in 33 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Iron Gate Global Advisors held 36,031 shares of Walmart Inc worth $4.48M as of Q1 2026.
- Iron Gate Global Advisors bought 1,557 Walmart Inc shares in Q1 2026, an estimated $191K.
- Walmart Inc made up 0.47% of Iron Gate Global Advisors's portfolio in Q1 2026, its #23 holding.
- Iron Gate Global Advisors first reported a position in Walmart Inc in Q3 2017 and has held it in 33 quarters since.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.