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Adero Partners’s Walmart Inc WMT Stock Holding History

Adero Partners’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
Q1 		$798K Buy
9,094
+576
+7% +$54K 0.05% 97
2024
Q4 		$770K Buy
8,518
+684
+9% +$59.4K 0.05% 98
2024
Q3 		$633K Buy
7,834
+631
+9% +$46.3K 0.04% 107
2024
Q2 		$488K Buy
7,203
+2,261
+46% +$142K 0.04% 119
2024
Q1 		$297K Buy
4,942
+1
+0% +$57 0.02% 156
2023
Q4 		$260K Sell
4,941
-63
-1% -$3.33K 0.02% 157
2023
Q3 		$267K Buy
5,004
+300
+6% +$16K 0.03% 148
2023
Q2 		$246K Hold
4,704
– – 0.02% 140
2023
Q1 		$231K Sell
4,704
-1,164
-20% -$55.2K 0.03% 137
2022
Q4 		$277K Buy
5,868
+1,206
+26% +$57.3K 0.03% 133
2022
Q3 		$217K Buy
+4,662
New +$204K 0.03% 142
2022
Q2 		– Sell
-5,076
Closed -$252K – 171
2022
Q1 		$252K Buy
5,076
+129
+3% +$6.06K 0.04% 140
2021
Q4 		$239K Sell
4,947
-594
-11% -$28.4K 0.04% 145
2021
Q3 		$257K Buy
5,541
+453
+9% +$21.8K 0.05% 131
2021
Q2 		$239K Buy
5,088
+63
+1% +$2.93K 0.06% 124
2021
Q1 		$227K Buy
+5,025
New +$233K 0.1% 106
2020
Q4 		– Sell
-4,800
Closed -$224K – 96
2020
Q3 		$224K Buy
+4,800
New +$213K 0.18% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adero Partners's WMT Position: Q1 2025 in Review

Adero Partners increased its Walmart Inc (WMT) stake by 6.8% in Q1 2025, buying an estimated $54K and bringing the position to 9,094 shares worth $798K. The position accounts for 0.05% of the portfolio, ranked #97.

Adero Partners first reported a position in WMT in Q3 2020 and has held it in 17 quarters since. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Adero Partners held 9,094 shares of Walmart Inc worth $798K as of Q1 2025.
  • Adero Partners bought 576 Walmart Inc shares in Q1 2025, an estimated $54K.
  • Walmart Inc made up 0.05% of Adero Partners's portfolio in Q1 2025, its #97 holding.
  • Adero Partners first reported a position in Walmart Inc in Q3 2020 and has held it in 17 quarters since.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.