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Angeles Investment Advisors’s Walmart Inc WMT Stock Holding History

Angeles Investment 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 		– Sell
-10,036
Closed -$909K – 198
2024
Q4 		$909K Sell
10,036
-155
-2% -$13.4K 0.04% 51
2024
Q3 		$823K Buy
10,191
+466
+5% +$34.2K 0.04% 55
2024
Q2 		$658K Sell
9,725
-1,027
-10% -$64.7K 0.03% 72
2024
Q1 		$649K Buy
10,752
+1,881
+21% +$108K 0.03% 78
2023
Q4 		$467K Buy
8,871
+822
+10% +$43.5K 0.03% 106
2023
Q3 		$429K Sell
8,049
-378
-4% -$20.1K 0.03% 99
2023
Q2 		$442K Sell
8,427
-2,538
-23% -$128K 0.04% 77
2023
Q1 		$540K Buy
10,965
+3,564
+48% +$169K 0.04% 53
2022
Q4 		$351K Buy
+7,401
New +$351K 0.03% 65
2022
Q3 		– Sell
-6,945
Closed -$281K – 117
2022
Q2 		$281K Hold
6,945
– – 0.03% 79
2022
Q1 		$346K Sell
6,945
-3,450
-33% -$162K 0.02% 77
2021
Q4 		$503K Buy
10,395
+960
+10% +$45.8K 0.03% 121
2021
Q3 		$438K Buy
+9,435
New +$455K 0.03% 118

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

Angeles Investment Advisors's WMT Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 10,036 shares — an estimated $909K sold.

Angeles Investment Advisors first reported a position in WMT in Q3 2021 and held it in 13 quarters. The position peaked at $909K in Q4 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 10,036 Walmart Inc shares in Q1 2025, an estimated $909K.
  • Angeles Investment Advisors first reported a position in Walmart Inc in Q3 2021 and held it in 13 quarters.
  • Angeles Investment Advisors's Walmart Inc position peaked at $909K in Q4 2024.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

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