Independent Advisor Alliance / WMT
Independent Advisor Alliance’s Walmart Inc Position
Does Independent Advisor Alliance own Walmart Inc (WMT)? Yes — 270.3K shares worth $34M (+0.36% of its 13F portfolio) as of Q1 2026, down from 330.7K shares the prior filed quarter.
Position Value
$34M
Q1 2026
Shares
270.3K
% of Portfolio
+0.36%
Quarters Held
30
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 270.3K | $34M | +0.36% |
| Q4 2025 | 330.7K | $37M | +0.89% |
| Q3 2025 | 331.8K | $34M | +0.89% |
| Q2 2025 | 326.4K | $32M | +0.92% |
| Q1 2025 | 334.2K | $29M | +0.97% |
| Q4 2024 | 352.8K | $32M | +0.42% |
| Q3 2024 | 312.1K | $25M | +0.92% |
| Q2 2024 | 329.5K | $22M | +0.76% |
| Q1 2024 | 325.1K | $20M | +0.71% |
| Q4 2023 | 110.8K | $17M | +0.63% |
| Q3 2023 | 103.0K | $16M | +0.74% |
| Q2 2023 | 100.6K | $16M | +0.70% |
| Q1 2023 | 100.3K | $15M | +0.71% |
| Q4 2022 | 101.4K | $14,383 | 0.00% |
| Q3 2022 | 102.4K | $13M | +0.77% |
| Q2 2022 | 108.0K | $13M | +0.73% |
| Q1 2022 | 111.0K | $17M | +0.80% |
| Q4 2021 | 111.4K | $16M | +0.79% |
| Q3 2021 | 116.8K | $16M | +0.91% |
| Q2 2021 | 116.7K | $16M | +0.90% |
| Q1 2021 | 118.1K | $16M | +0.95% |
| Q4 2020 | 93.8K | $14M | +0.92% |
| Q3 2020 | 91.7K | $13M | +0.97% |
| Q2 2020 | 46.0K | $6M | +0.59% |
| Q1 2020 | 46.9K | $5M | +0.78% |
| Q4 2019 | 53.6K | $6M | +0.28% |
| Q3 2019 | 78.4K | $9M | +1.14% |
| Q2 2019 | 61.7K | $6M | +0.81% |
| Q1 2019 | 58.0K | $6M | +0.80% |
| Q4 2018 | 56.2K | $5M | +0.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of WMT.