AIA
WMT icon

Aventus Investment Advisors’s Walmart Inc WMT Stock Holding History

Aventus 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
Q3 		– Sell
-100
Closed -$9.78K – 160
2025
Q2 		$9.78K Buy
+100
New +$9.53K 0.01% 112

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

Aventus Investment Advisors's WMT Position: Q3 2025 in Review

Aventus Investment Advisors sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 100 shares — an estimated $9.78K sold.

Aventus Investment Advisors first reported a position in WMT in Q2 2025 and held it in 1 quarter. The position peaked at $9.78K in Q2 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Aventus Investment Advisors reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Aventus Investment Advisors sold 100 Walmart Inc shares in Q3 2025, an estimated $9.78K.
  • Aventus Investment Advisors first reported a position in Walmart Inc in Q2 2025 and held it in 1 quarter.
  • Aventus Investment Advisors's Walmart Inc position peaked at $9.78K in Q2 2025.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Aventus Investment Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.