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Bard Financial Services’s Walmart Inc WMT Stock Holding History

Bard Financial Services’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 		$31.7M Sell
307,170
-1,925
-0.6% -$192K 3.47% 3
2025
Q2 		$30.2M Sell
309,095
-3,100
-1% -$295K 3.61% 3
2025
Q1 		$27.4M Buy
312,195
+25
+0% +$2.35K 3.35% 3
2024
Q4 		$28.2M Buy
312,170
+1,100
+0.4% +$95.5K 3.38% 3
2024
Q3 		$25.1M Sell
311,070
-304,285
-49% -$22.3M 2.96% 4
2024
Q2 		$41.7M Buy
615,355
+2,825
+0.5% +$178K 4.31% 3
2024
Q1 		$36.9M Buy
612,530
+2,750
+0.5% +$157K 3.91% 3
2023
Q4 		$32M Buy
609,780
+5,580
+0.9% +$295K 3.59% 3
2023
Q3 		$32.2M Buy
604,200
+9,900
+2% +$527K 3.98% 3
2023
Q2 		$31.1M Buy
594,300
+750
+0.1% +$37.8K 2.36% 6
2023
Q1 		$29.2M Buy
593,550
+4,200
+0.7% +$199K 2.34% 6
2022
Q4 		$27.9M Buy
589,350
+990
+0.2% +$47K 2.37% 6
2022
Q3 		$25.4M Buy
588,360
+11,775
+2% +$516K 2.38% 6
2022
Q2 		$23.4M Buy
576,585
+6,171
+1% +$285K 2.13% 6
2022
Q1 		$28.3M Buy
570,414
+2,796
+0.5% +$131K 2.31% 6
2021
Q4 		$27.4M Buy
567,618
+12,675
+2% +$605K 2.21% 7
2021
Q3 		$25.8M Buy
554,943
+168
+0% +$8.09K 2.28% 7
2021
Q2 		$26.1M Buy
554,775
+15,117
+3% +$704K 2.32% 7
2021
Q1 		$24.4M Sell
539,658
-17,322
-3% -$802K 2.37% 7
2020
Q4 		$26.8M Buy
+556,980
New +$27M 2.68% 6

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bard Financial Services's WMT Position: Q3 2025 in Review

Bard Financial Services reduced its Walmart Inc (WMT) stake by 0.62% in Q3 2025, selling an estimated $192K and leaving 307,170 shares worth $31.7M. The position accounts for 3.47% of the portfolio, ranked #3.

Bard Financial Services first reported a position in WMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $41.7M in Q2 2024. 4,028 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Bard Financial Services held 307,170 shares of Walmart Inc worth $31.7M as of Q3 2025.
  • Bard Financial Services sold 1,925 Walmart Inc shares in Q3 2025, an estimated $192K.
  • Walmart Inc made up 3.47% of Bard Financial Services's portfolio in Q3 2025, its #3 holding.
  • Bard Financial Services first reported a position in Walmart Inc in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Walmart Inc position peaked at $41.7M in Q2 2024.
  • 4,028 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.