IVC Wealth Advisors’s Walmart Inc WMT Stock Holding History

IVC Wealth 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	$269K	Sell	2,372 -123	-5%	-$15.3K	0.1%	148
2026 Q1	$310K	Buy	2,495 +146	+6%	+$17.9K	0.13%	128
2025 Q4	$262K	Buy	2,349 +129	+6%	+$13.9K	0.11%	149
2025 Q3	$229K	Buy	2,220 +112	+5%	+$11.2K	0.1%	165
2025 Q2	$206K	Buy	+2,108	New	+$201K	0.1%	167
2023 Q4	–	Sell	-17,484	Closed	-$932K	–	174
2023 Q3	$932K	Sell	17,484 -9	-0.1%	-$479	0.62%	42
2023 Q2	$917K	Buy	+17,493	New	+$882K	0.58%	48

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

IVC Wealth Advisors's WMT Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Walmart Inc (WMT) stake by 4.9% in Q2 2026, selling an estimated $15.3K and leaving 2,372 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #148.

IVC Wealth Advisors first reported a position in WMT in Q2 2023 and has held it in 7 quarters since. The position peaked at $932K in Q3 2023. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

IVC Wealth Advisors held 2,372 shares of Walmart Inc worth $269K as of Q2 2026.
IVC Wealth Advisors sold 123 Walmart Inc shares in Q2 2026, an estimated $15.3K.
Walmart Inc made up 0.1% of IVC Wealth Advisors's portfolio in Q2 2026, its #148 holding.
IVC Wealth Advisors first reported a position in Walmart Inc in Q2 2023 and has held it in 7 quarters since.
IVC Wealth Advisors's Walmart Inc position peaked at $932K in Q3 2023.
822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.