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Bristlecone Advisors’s Walmart Inc WMT Stock Holding History

Bristlecone 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 		$607K Buy
5,894
+820
+16% +$81.6K 0.05% 159
2025
Q2 		$496K Sell
5,074
-3,036
-37% -$289K 0.04% 158
2025
Q1 		$712K Buy
8,110
+367
+5% +$34.4K 0.06% 168
2024
Q4 		$700K Hold
7,743
– – 0.05% 170
2024
Q3 		$625K Hold
7,743
– – 0.05% 172
2024
Q2 		$524K Sell
7,743
-95
-1% -$5.98K 0.04% 180
2024
Q1 		$472K Sell
7,838
-1
-0% -$57 0.04% 191
2023
Q4 		$412K Sell
7,839
-45
-0.6% -$2.38K 0.04% 194
2023
Q3 		$420K Hold
7,884
– – 0.05% 185
2023
Q2 		$413K Buy
7,884
+600
+8% +$30.3K 0.04% 193
2023
Q1 		$358K Buy
7,284
+750
+11% +$35.6K 0.04% 202
2022
Q4 		$309K Buy
6,534
+336
+5% +$16K 0.04% 208
2022
Q3 		$268K Buy
6,198
+759
+14% +$33.2K 0.04% 209
2022
Q2 		$220K Buy
+5,439
New +$251K 0.03% 229
2021
Q1 		– Sell
-4,395
Closed -$211K – 210
2020
Q4 		$211K Sell
4,395
-162
-4% -$7.87K 0.03% 190
2020
Q3 		$213K Buy
+4,557
New +$203K 0.04% 170

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

Bristlecone Advisors's WMT Position: Q3 2025 in Review

Bristlecone Advisors increased its Walmart Inc (WMT) stake by 16% in Q3 2025, buying an estimated $81.6K and bringing the position to 5,894 shares worth $607K. The position accounts for 0.05% of the portfolio, ranked #159.

Bristlecone Advisors first reported a position in WMT in Q3 2020 and has held it in 16 quarters since. The position peaked at $712K in Q1 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Bristlecone Advisors held 5,894 shares of Walmart Inc worth $607K as of Q3 2025.
  • Bristlecone Advisors bought 820 Walmart Inc shares in Q3 2025, an estimated $81.6K.
  • Walmart Inc made up 0.05% of Bristlecone Advisors's portfolio in Q3 2025, its #159 holding.
  • Bristlecone Advisors first reported a position in Walmart Inc in Q3 2020 and has held it in 16 quarters since.
  • Bristlecone Advisors's Walmart Inc position peaked at $712K in Q1 2025.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

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