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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
Q2 		$814K Hold
7,185
– – 0.19% 44
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ironsides Asset Advisors's WMT Position: Q2 2026 in Review

Ironsides Asset Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 7,185 shares worth $814K. The position accounts for 0.19% of the portfolio, ranked #44.

Ironsides Asset Advisors first reported a position in WMT in Q3 2015 and has held it in 10 quarters since. The position peaked at $893K in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ironsides Asset Advisors held 7,185 shares of Walmart Inc worth $814K as of Q2 2026.
  • Ironsides Asset Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.19% of Ironsides Asset Advisors's portfolio in Q2 2026, its #44 holding.
  • Ironsides Asset Advisors first reported a position in Walmart Inc in Q3 2015 and has held it in 10 quarters since.
  • Ironsides Asset Advisors's Walmart Inc position peaked at $893K in Q1 2026.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ironsides Asset Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.