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Asset Allocation & Management Company’s Walmart Inc WMT Stock Holding History

Asset Allocation & Management Company’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
Q2 		– Sell
-4,500
Closed -$395K – 103
2025
Q1 		$395K Buy
+4,500
New +$422K 0.2% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Asset Allocation & Management Company's WMT Position: Q2 2025 in Review

Asset Allocation & Management Company sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 4,500 shares — an estimated $395K sold.

Asset Allocation & Management Company first reported a position in WMT in Q1 2025 and held it in 1 quarter. The position peaked at $395K in Q1 2025. 3,967 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Asset Allocation & Management Company reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Asset Allocation & Management Company sold 4,500 Walmart Inc shares in Q2 2025, an estimated $395K.
  • Asset Allocation & Management Company first reported a position in Walmart Inc in Q1 2025 and held it in 1 quarter.
  • Asset Allocation & Management Company's Walmart Inc position peaked at $395K in Q1 2025.
  • 3,967 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Asset Allocation & Management Company's 13F filing for Q2 2025, filed 16 Jul 2025.