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Innovative Advisory Group, LLC’s Walmart Inc WMT Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-65
Closed -$7.21K – 229
2025
Q4 		$7.21K Sell
65
-96
-60% -$10.3K ﹤0.01% 143
2025
Q3 		$16.6K Hold
161
– – 0.01% 115
2025
Q2 		$15.7K Buy
161
+1
+0.6% +$95 0.01% 111
2025
Q1 		$14.1K Hold
160
– – 0.01% 96
2024
Q4 		$14.5K Buy
+160
New +$13.9K 0.01% 96

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Advisory Group, LLC's WMT Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 65 shares — an estimated $7.21K sold.

Innovative Advisory Group, LLC first reported a position in WMT in Q4 2024 and held it in 5 quarters. The position peaked at $16.6K in Q3 2025. 4,465 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 65 Walmart Inc shares in Q1 2026, an estimated $7.21K.
  • Innovative Advisory Group, LLC first reported a position in Walmart Inc in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Walmart Inc position peaked at $16.6K in Q3 2025.
  • 4,465 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.