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Aveo Capital Partners’s Walmart Inc WMT Stock Holding History

Aveo Capital Partners’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
-8,735
Closed -$863K – 165
2025
Q1 		$863K Sell
8,735
-5,151
-37% -$483K 0.14% 82
2024
Q4 		$1.25M Buy
13,886
+3,026
+28% +$263K 0.14% 113
2024
Q3 		$877K Sell
10,860
-943
-8% -$69.3K 0.09% 147
2024
Q2 		$799K Sell
11,803
-2,421
-17% -$152K 0.09% 148
2024
Q1 		$851K Buy
14,224
+1,234
+9% +$70.6K 0.09% 159
2023
Q4 		$683K Buy
12,990
+591
+5% +$31.3K 0.08% 167
2023
Q3 		$661K Sell
12,399
-9
-0.1% -$479 0.09% 161
2023
Q2 		$650K Buy
12,408
+594
+5% +$30K 0.08% 169
2023
Q1 		$581K Buy
11,814
+759
+7% +$36K 0.08% 172
2022
Q4 		$522K Buy
11,055
+1,326
+14% +$63K 0.08% 185
2022
Q3 		$421K Buy
9,729
+357
+4% +$15.6K 0.07% 178
2022
Q2 		$380K Buy
9,372
+168
+2% +$7.75K 0.06% 199
2022
Q1 		$457K Buy
9,204
+492
+6% +$23.1K 0.08% 184
2021
Q4 		$420K Sell
8,712
-519
-6% -$24.8K 0.08% 194
2021
Q3 		$429K Sell
9,231
-126
-1% -$6.07K 0.09% 173
2021
Q2 		$440K Sell
9,357
-48
-0.5% -$2.24K 0.1% 174
2021
Q1 		$426K Buy
+9,405
New +$436K 0.11% 156
2020
Q4 		– Sell
-12,453
Closed -$581K – 190
2020
Q3 		$581K Buy
+12,453
New +$554K 0.21% 98
2020
Q1 		– Sell
-6,147
Closed -$244K – 203
2019
Q4 		$244K Sell
6,147
-222
-3% -$8.82K 0.1% 163
2019
Q3 		$250K Buy
6,369
+120
+2% +$4.53K 0.1% 157
2019
Q2 		$233K Buy
6,249
+48
+0.8% +$1.65K 0.1% 161
2019
Q1 		$202K Buy
+6,201
New +$201K 0.09% 160

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

Aveo Capital Partners's WMT Position: Q2 2025 in Review

Aveo Capital Partners sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 8,735 shares — an estimated $863K sold.

Aveo Capital Partners first reported a position in WMT in Q1 2019 and held it in 22 quarters. The position peaked at $1.25M in Q4 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Aveo Capital Partners reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 8,735 Walmart Inc shares in Q2 2025, an estimated $863K.
  • Aveo Capital Partners first reported a position in Walmart Inc in Q1 2019 and held it in 22 quarters.
  • Aveo Capital Partners's Walmart Inc position peaked at $1.25M in Q4 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.