Iron Horse Wealth Management’s Walmart Inc WMT Stock Holding History

Iron Horse Wealth 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
2025 Q2	$148K	Hold	1,517	–	–	0.04%	64
2025 Q1	$133K	Buy	1,517 +35	+2%	+$3.28K	0.04%	66
2024 Q4	$134K	Buy	1,482 +420	+40%	+$36.4K	0.04%	64
2024 Q3	$85.8K	Buy	1,062 +420	+65%	+$30.8K	0.03%	74
2024 Q2	$43.5K	Hold	642	–	–	0.02%	109
2024 Q1	$38.6K	Buy	642 +420	+189%	+$24K	0.02%	100
2023 Q4	$11.7K	Hold	222	–	–	0.01%	173
2023 Q3	$11.8K	Hold	222	–	–	0.01%	161
2023 Q2	$11.6K	Hold	222	–	–	0.01%	144
2023 Q1	$10.9K	Buy	222 +42	+23%	+$1.99K	0.01%	154
2022 Q4	$9K	Buy	+180	New	+$8.55K	﹤0.01%	132
2022 Q3	–	Sell	-180	Closed	-$7K	–	297
2022 Q2	$7K	Hold	180	–	–	﹤0.01%	138
2022 Q1	$9K	Hold	180	–	–	﹤0.01%	138
2021 Q4	$9K	Hold	180	–	–	0.01%	125
2021 Q3	$8K	Hold	180	–	–	0.01%	123
2021 Q2	$8K	Hold	180	–	–	0.01%	128
2021 Q1	$8K	Hold	180	–	–	0.01%	119
2020 Q4	$9K	Buy	+180	New	+$8.74K	0.01%	106

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Iron Horse Wealth Management's WMT Position: Q2 2025 in Review

Iron Horse Wealth Management held its Walmart Inc (WMT) position steady in Q2 2025 at 1,517 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #64.

Iron Horse Wealth Management first reported a position in WMT in Q4 2020 and has held it in 18 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Iron Horse Wealth Management held 1,517 shares of Walmart Inc worth $148K as of Q2 2025.
Iron Horse Wealth Management left its Walmart Inc share count unchanged in Q2 2025.
Walmart Inc made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #64 holding.
Iron Horse Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 18 quarters since.
3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.