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American Investment Services’s Walmart Inc WMT Stock Holding History

American Investment Services’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
Q4 		– Sell
-2,310
Closed -$238K – 140
2025
Q3 		$238K Hold
2,310
– – 0.06% 124
2025
Q2 		$226K Sell
2,310
-186
-7% -$17.7K 0.06% 129
2025
Q1 		$219K Hold
2,496
– – 0.04% 153
2024
Q4 		$226K Hold
2,496
– – 0.04% 153
2024
Q3 		$202K Buy
+2,496
New +$183K 0.03% 157

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

American Investment Services's WMT Position: Q4 2025 in Review

American Investment Services sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 2,310 shares — an estimated $238K sold.

American Investment Services first reported a position in WMT in Q3 2024 and held it in 5 quarters. The position peaked at $238K in Q3 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • American Investment Services reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
  • American Investment Services sold 2,310 Walmart Inc shares in Q4 2025, an estimated $238K.
  • American Investment Services first reported a position in Walmart Inc in Q3 2024 and held it in 5 quarters.
  • American Investment Services's Walmart Inc position peaked at $238K in Q3 2025.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on American Investment Services's 13F filing for Q4 2025, filed 13 Feb 2026.