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Accredited Wealth Management’s Walmart Inc WMT Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$113K Sell
55
-1,040
-95% -$104K 0.08% 95
2025
Q2 		$107K Buy
1,095
+1
+0.1% +$95 0.09% 95
2025
Q1 		$96.3K Sell
1,094
-50
-4% -$4.69K 0.08% 92
2024
Q4 		$104K Buy
+1,144
New +$99.3K 0.09% 95

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Accredited Wealth Management's WMT Position: Q3 2025 in Review

Accredited Wealth Management reduced its Walmart Inc (WMT) stake by 95% in Q3 2025, selling an estimated $104K and leaving 55 shares worth $113K. The position accounts for 0.08% of the portfolio, ranked #95.

Accredited Wealth Management first reported a position in WMT in Q4 2024 and has held it in 4 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Accredited Wealth Management held 55 shares of Walmart Inc worth $113K as of Q3 2025.
  • Accredited Wealth Management sold 1,040 Walmart Inc shares in Q3 2025, an estimated $104K.
  • Walmart Inc made up 0.08% of Accredited Wealth Management's portfolio in Q3 2025, its #95 holding.
  • Accredited Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 4 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.