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Wealth Advisors of Iowa’s Walmart Inc WMT Stock Holding History

Wealth Advisors of Iowa’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 		$351K Buy
2,826
+50
+2% +$6.14K 0.11% 61
2025
Q4 		$309K Hold
2,776
– – 0.1% 67
2025
Q3 		$286K Buy
2,776
+5
+0.2% +$498 0.1% 65
2025
Q2 		$271K Sell
2,771
-18
-0.6% -$1.72K 0.1% 60
2025
Q1 		$245K Sell
2,789
-874
-24% -$82K 0.11% 63
2024
Q4 		$331K Buy
3,663
+961
+36% +$83.4K 0.17% 44
2024
Q3 		$218K Buy
+2,702
New +$198K 0.11% 65
2022
Q1 		– Sell
-6,750
Closed -$326K – 72
2021
Q4 		$326K Buy
+6,750
New +$322K 0.18% 43

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Advisors of Iowa's WMT Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its Walmart Inc (WMT) stake by 1.8% in Q1 2026, buying an estimated $6.14K and bringing the position to 2,826 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #61.

Wealth Advisors of Iowa first reported a position in WMT in Q4 2021 and has held it in 8 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wealth Advisors of Iowa held 2,826 shares of Walmart Inc worth $351K as of Q1 2026.
  • Wealth Advisors of Iowa bought 50 Walmart Inc shares in Q1 2026, an estimated $6.14K.
  • Walmart Inc made up 0.11% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #61 holding.
  • Wealth Advisors of Iowa first reported a position in Walmart Inc in Q4 2021 and has held it in 8 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.