AIM
WMT icon

AHL Investment Management’s Walmart Inc WMT Stock Holding History

AHL Investment 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 		$1.89M Sell
18,385
-100
-0.5% -$9.96K 1.3% 30
2025
Q2 		$1.81M Sell
18,485
-3,003
-14% -$286K 1.21% 33
2025
Q1 		$1.89M Sell
21,488
-837
-4% -$78.5K 1.3% 30
2024
Q4 		$2.02M Sell
22,325
-270
-1% -$23.4K 1.41% 25
2024
Q3 		$1.82M Sell
22,595
-640
-3% -$47K 1.26% 31
2024
Q2 		$1.57M Sell
23,235
-765
-3% -$48.2K 1.15% 35
2024
Q1 		$1.44M Sell
24,000
-645
-3% -$36.9K 1.11% 33
2023
Q4 		$1.3M Sell
24,645
-330
-1% -$17.5K 1.06% 33
2023
Q3 		$1.33M Hold
24,975
– – 1.19% 31
2023
Q2 		$1.31M Sell
24,975
-405
-2% -$20.4K 1.16% 34
2023
Q1 		$1.25M Hold
25,380
– – 1.15% 34
2022
Q4 		$1.2M Sell
25,380
-30
-0.1% -$1.43K 1.11% 33
2022
Q3 		$1.1M Sell
25,410
-120
-0.5% -$5.26K 1.13% 30
2022
Q2 		$1.03M Sell
25,530
-90
-0.4% -$4.15K 1.04% 32
2022
Q1 		$1.27M Sell
25,620
-420
-2% -$19.7K 1.17% 31
2021
Q4 		$1.26M Buy
+26,040
New +$1.24M 1.15% 27

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

AHL Investment Management's WMT Position: Q3 2025 in Review

AHL Investment Management reduced its Walmart Inc (WMT) stake by 0.54% in Q3 2025, selling an estimated $9.96K and leaving 18,385 shares worth $1.89M. The position accounts for 1.3% of the portfolio, ranked #30.

AHL Investment Management first reported a position in WMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.02M in Q4 2024. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • AHL Investment Management held 18,385 shares of Walmart Inc worth $1.89M as of Q3 2025.
  • AHL Investment Management sold 100 Walmart Inc shares in Q3 2025, an estimated $9.96K.
  • Walmart Inc made up 1.3% of AHL Investment Management's portfolio in Q3 2025, its #30 holding.
  • AHL Investment Management first reported a position in Walmart Inc in Q4 2021 and has held it in 16 quarters since.
  • AHL Investment Management's Walmart Inc position peaked at $2.02M in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.