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Ironsides Asset Advisors’s Walmart Inc WMT Stock Holding History

Ironsides Asset Advisors’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 		$893K Buy
7,185
+1,425
+25% +$175K 0.22% 42
2025
Q4 		$642K Hold
5,760
– – 0.16% 46
2025
Q3 		$594K Hold
5,760
– – 0.15% 39
2025
Q2 		$563K Buy
+5,760
New +$549K 0.16% 37
2017
Q1 		– Sell
-16,125
Closed -$372K – 145
2016
Q4 		$372K Buy
16,125
+5,469
+51% +$128K 0.1% 117
2016
Q3 		$256K Buy
10,656
+426
+4% +$10.3K 0.07% 141
2016
Q2 		$249K Sell
10,230
-345
-3% -$7.99K 0.08% 131
2016
Q1 		$242K Buy
+10,575
New +$232K 0.06% 161
2015
Q4 		– Sell
-14,295
Closed -$309K – 170
2015
Q3 		$309K Buy
+14,295
New +$328K 0.09% 127

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironsides Asset Advisors's WMT Position: Q1 2026 in Review

Ironsides Asset Advisors increased its Walmart Inc (WMT) stake by 25% in Q1 2026, buying an estimated $175K and bringing the position to 7,185 shares worth $893K. The position accounts for 0.22% of the portfolio, ranked #42.

Ironsides Asset Advisors first reported a position in WMT in Q3 2015 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Ironsides Asset Advisors held 7,185 shares of Walmart Inc worth $893K as of Q1 2026.
  • Ironsides Asset Advisors bought 1,425 Walmart Inc shares in Q1 2026, an estimated $175K.
  • Walmart Inc made up 0.22% of Ironsides Asset Advisors's portfolio in Q1 2026, its #42 holding.
  • Ironsides Asset Advisors first reported a position in Walmart Inc in Q3 2015 and has held it in 9 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ironsides Asset Advisors's 13F filing for Q1 2026, filed 11 May 2026.