Iyo Bank’s Walmart Inc WMT Stock Holding History

Iyo Bank’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	$11.9M	Buy	96,073 +19,501	+25%	+$2.39M	4.25%	5
2025 Q4	$8.53M	Hold	76,572	–	–	2.72%	14
2025 Q3	$7.89M	Hold	76,572	–	–	2.98%	11
2025 Q2	$7.49M	Sell	76,572 -51,048	-40%	-$4.86M	3.03%	13
2025 Q1	$11.2M	Hold	127,620	–	–	3.61%	11
2024 Q4	$11.5M	Hold	127,620	–	–	3.94%	10
2024 Q3	$10.3M	Hold	127,620	–	–	3.66%	11
2024 Q2	$8.64M	Hold	127,620	–	–	3.07%	12
2024 Q1	$7.68M	Hold	127,620	–	–	3.06%	12
2023 Q4	$6.71M	Hold	127,620	–	–	3.18%	12
2023 Q3	$6.8M	Hold	127,620	–	–	3.7%	11
2023 Q2	$6.69M	Hold	127,620	–	–	3.47%	11
2023 Q1	$6.27M	Hold	127,620	–	–	3.67%	12
2022 Q4	$6.03M	Hold	127,620	–	–	3.55%	10
2022 Q3	$5.52M	Hold	127,620	–	–	2.96%	11
2022 Q2	$5.17M	Buy	127,620 +12,600	+11%	+$581K	1.72%	16
2022 Q1	$5.71M	Hold	115,020	–	–	1.69%	16
2021 Q4	$5.55M	Buy	+115,020	New	+$5.49M	1.69%	16

Other funds holding WMT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iyo Bank's WMT Position: Q1 2026 in Review

Iyo Bank increased its Walmart Inc (WMT) stake by 25% in Q1 2026, buying an estimated $2.39M and bringing the position to 96,073 shares worth $11.9M. The position accounts for 4.25% of the portfolio, ranked #5.

Iyo Bank first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Iyo Bank held 96,073 shares of Walmart Inc worth $11.9M as of Q1 2026.
Iyo Bank bought 19,501 Walmart Inc shares in Q1 2026, an estimated $2.39M.
Walmart Inc made up 4.25% of Iyo Bank's portfolio in Q1 2026, its #5 holding.
Iyo Bank first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Iyo Bank's 13F filing for Q1 2026, filed 13 May 2026.