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BlueSpruce Investments’s Walmart Inc WMT Stock Holding History

BlueSpruce Investments’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
-4,408
Closed -$431K – 38
2025
Q2 		$431K Hold
4,408
– – 0.01% 33
2025
Q1 		$387K Sell
4,408
-2,395,646
-100% -$225M 0.01% 34
2024
Q4 		$217M Sell
2,400,054
-3,472,824
-59% -$301M 4.41% 12
2024
Q3 		$474M Sell
5,872,878
-876,600
-13% -$64.4M 8.74% 3
2024
Q2 		$457M Sell
6,749,478
-3,583,297
-35% -$226M 8.39% 5
2024
Q1 		$622M Sell
10,332,775
-483,950
-4% -$27.7M 11.12% 3
2023
Q4 		$568M Buy
+10,816,725
New +$572M 10.86% 5

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

BlueSpruce Investments's WMT Position: Q3 2025 in Review

BlueSpruce Investments sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 4,408 shares — an estimated $431K sold.

BlueSpruce Investments first reported a position in WMT in Q4 2023 and held it in 7 quarters. The position peaked at $622M in Q1 2024. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • BlueSpruce Investments reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • BlueSpruce Investments sold 4,408 Walmart Inc shares in Q3 2025, an estimated $431K.
  • BlueSpruce Investments first reported a position in Walmart Inc in Q4 2023 and held it in 7 quarters.
  • BlueSpruce Investments's Walmart Inc position peaked at $622M in Q1 2024.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on BlueSpruce Investments's 13F filing for Q3 2025, filed 14 Nov 2025.