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Apexium Financial’s Walmart Inc WMT Stock Holding History

Apexium Financial’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 		$676K Buy
6,562
+162
+3% +$16.1K 0.03% 162
2025
Q2 		$626K Buy
6,400
+235
+4% +$22.4K 0.03% 163
2025
Q1 		$542K Buy
6,165
+49
+0.8% +$4.6K 0.03% 168
2024
Q4 		$553K Buy
6,116
+895
+17% +$77.7K 0.03% 155
2024
Q3 		$422K Buy
5,221
+768
+17% +$56.4K 0.03% 155
2024
Q2 		$302K Buy
4,453
+399
+10% +$25.1K 0.02% 179
2024
Q1 		$244K Sell
4,054
-85,550
-95% -$4.89M 0.02% 197
2023
Q4 		$4.71M Buy
89,604
+84,582
+1,684% +$4.48M 0.34% 42
2023
Q3 		$268K Sell
5,022
-117
-2% -$6.23K 0.03% 181
2023
Q2 		$269K Sell
5,139
-402
-7% -$20.3K 0.02% 185
2023
Q1 		$272K Buy
5,541
+153
+3% +$7.26K 0.03% 178
2022
Q4 		$255K Buy
+5,388
New +$256K 0.03% 176

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

Apexium Financial's WMT Position: Q3 2025 in Review

Apexium Financial increased its Walmart Inc (WMT) stake by 2.5% in Q3 2025, buying an estimated $16.1K and bringing the position to 6,562 shares worth $676K. The position accounts for 0.03% of the portfolio, ranked #162.

Apexium Financial first reported a position in WMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.71M in Q4 2023. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Apexium Financial held 6,562 shares of Walmart Inc worth $676K as of Q3 2025.
  • Apexium Financial bought 162 Walmart Inc shares in Q3 2025, an estimated $16.1K.
  • Walmart Inc made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #162 holding.
  • Apexium Financial first reported a position in Walmart Inc in Q4 2022 and has held it in 12 quarters since.
  • Apexium Financial's Walmart Inc position peaked at $4.71M in Q4 2023.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.