AlphaQ Advisors’s Walmart Inc WMT Stock Holding History

AlphaQ Advisors’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	$857K	Hold	9,758	–	–	2.05%	20
2024 Q4	$882K	Buy	9,758 +125	+1%	+$10.8K	2.41%	14
2024 Q3	$778K	Sell	9,633 -177	-2%	-$13K	2.16%	14
2024 Q2	$664K	Sell	9,810 -42,189	-81%	-$2.66M	1.94%	17
2024 Q1	$3.13M	Sell	51,999 -1,362	-3%	-$77.9K	1.88%	13
2023 Q4	$2.8M	Buy	53,361 +132	+0.2%	+$6.98K	1.95%	11
2023 Q3	$2.84M	Sell	53,229 -7,851	-13%	-$418K	2.46%	6
2023 Q2	$3.2M	Buy	61,080 +3,687	+6%	+$186K	2.36%	7
2023 Q1	$2.82M	Sell	57,393 -6,576	-10%	-$312K	2.4%	6
2022 Q4	$3.02M	Buy	+63,969	New	+$3.04M	2.62%	9

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlphaQ Advisors's WMT Position: Q1 2025 in Review

AlphaQ Advisors held its Walmart Inc (WMT) position steady in Q1 2025 at 9,758 shares worth $857K. The position accounts for 2.05% of the portfolio, ranked #20.

AlphaQ Advisors first reported a position in WMT in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.2M in Q2 2023. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

AlphaQ Advisors held 9,758 shares of Walmart Inc worth $857K as of Q1 2025.
AlphaQ Advisors left its Walmart Inc share count unchanged in Q1 2025.
Walmart Inc made up 2.05% of AlphaQ Advisors's portfolio in Q1 2025, its #20 holding.
AlphaQ Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 10 quarters since.
AlphaQ Advisors's Walmart Inc position peaked at $3.2M in Q2 2023.
3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.