Ironwood Financial’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
Q2 | $1.05M | Buy |
9,124
+27
| +0.3% | +$3.35K | 0.16% | 90 |
|
|
2026
Q1 | $1.13M | Hold |
9,097
| – | – | 0.2% | 78 |
|
|
2025
Q4 | $1.07M | Buy |
9,097
+2
| +0% | +$215 | 0.18% | 80 |
|
|
2025
Q3 | $937K | Buy |
9,095
+8
| +0.1% | +$796 | 0.17% | 84 |
|
|
2025
Q2 | $798K | Hold |
9,087
| – | – | 0.17% | 85 |
|
|
2025
Q1 | $798K | Buy |
9,087
+38
| +0.4% | +$3.56K | 0.17% | 85 |
|
|
2024
Q4 | $818K | Hold |
9,049
| – | – | 0.17% | 85 |
|
|
2024
Q3 | $731K | Sell |
9,049
-458
| -5% | -$33.6K | 0.15% | 88 |
|
|
2024
Q2 | $644K | Buy |
9,507
+41
| +0.4% | +$2.58K | 0.14% | 96 |
|
|
2024
Q1 | $570K | Buy |
9,466
+19
| +0.2% | +$1.09K | 0.13% | 100 |
|
|
2023
Q4 | $496K | Sell |
9,447
-198
| -2% | -$10.5K | 0.12% | 101 |
|
|
2023
Q3 | $514K | Buy |
9,645
+3
| +0% | +$160 | 0.14% | 90 |
|
|
2023
Q2 | $505K | Sell |
9,642
-366
| -4% | -$18.5K | 0.13% | 95 |
|
|
2023
Q1 | $492K | Buy |
10,008
+3
| +0% | +$142 | 0.14% | 94 |
|
|
2022
Q4 | $473K | Hold |
10,005
| – | – | 0.15% | 91 |
|
|
2022
Q3 | $433K | Buy |
10,005
+6
| +0.1% | +$263 | 0.14% | 79 |
|
|
2022
Q2 | $405K | Buy |
9,999
+6
| +0.1% | +$277 | 0.13% | 87 |
|
|
2022
Q1 | $496K | Sell |
9,993
-60
| -0.6% | -$2.82K | 0.14% | 81 |
|
|
2021
Q4 | $485K | Sell |
10,053
-66
| -0.7% | -$3.15K | 0.13% | 84 |
|
|
2021
Q3 | $470K | Buy |
10,119
+33
| +0.3% | +$1.59K | 0.14% | 84 |
|
|
2021
Q2 | $474K | Buy |
10,086
+138
| +1% | +$6.43K | 0.14% | 82 |
|
|
2021
Q1 | $450K | Buy |
9,948
+2,406
| +32% | +$111K | 0.15% | 81 |
|
|
2020
Q4 | $362K | Buy |
7,542
+6,396
| +558% | +$311K | 0.14% | 82 |
|
|
2020
Q3 | $53K | Buy |
1,146
+105
| +10% | +$4.67K | 0.03% | 114 |
|
|
2020
Q2 | $42K | Buy |
1,041
+198
| +23% | +$8.14K | 0.02% | 119 |
|
|
2020
Q1 | $32K | Hold |
843
| – | – | 0.02% | 114 |
|
|
2019
Q4 | $33K | Hold |
843
| – | – | 0.02% | 151 |
|
|
2019
Q3 | $33K | Hold |
843
| – | – | 0.02% | 155 |
|
|
2019
Q2 | $31K | Hold |
843
| – | – | 0.02% | 157 |
|
|
2019
Q1 | $27K | Hold |
843
| – | – | 0.01% | 165 |
|
|
2018
Q4 | $26K | Buy |
+843
| New | +$27K | 0.01% | 158 |
|
|
2015
Q3 | $4K | Hold |
192
| – | – | ﹤0.01% | 294 |
|
|
2015
Q2 | $5K | Hold |
192
| – | – | ﹤0.01% | 255 |
|
|
2015
Q1 | $5K | Sell |
192
-9
| -4% | -$255 | ﹤0.01% | 253 |
|
|
2014
Q4 | $6K | Buy |
+201
| New | +$5.43K | ﹤0.01% | 208 |
|
Other funds holding WMT
Ironwood Financial's WMT Position: Q2 2026 in Review
Ironwood Financial increased its Walmart Inc (WMT) stake by 0.3% in Q2 2026, buying an estimated $3.35K and bringing the position to 9,124 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #90.
Ironwood Financial first reported a position in WMT in Q4 2014 and has held it in 35 quarters since. The position peaked at $1.13M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Ironwood Financial held 9,124 shares of Walmart Inc worth $1.05M as of Q2 2026.
- Ironwood Financial bought 27 Walmart Inc shares in Q2 2026, an estimated $3.35K.
- Walmart Inc made up 0.16% of Ironwood Financial's portfolio in Q2 2026, its #90 holding.
- Ironwood Financial first reported a position in Walmart Inc in Q4 2014 and has held it in 35 quarters since.
- Ironwood Financial's Walmart Inc position peaked at $1.13M in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.