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Buffington Mohr McNeal’s Walmart Inc WMT Stock Holding History

Buffington Mohr McNeal’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
Q1 		$376K Sell
4,284
-10,688
-71% -$1M 0.07% 78
2024
Q4 		$1.35M Sell
14,972
-56
-0.4% -$4.86K 0.22% 58
2024
Q3 		$1.21M Buy
15,028
+1,396
+10% +$103K 0.2% 62
2024
Q2 		$923K Sell
13,632
-5,286
-28% -$333K 0.16% 71
2024
Q1 		$1.14M Sell
18,918
-618
-3% -$35.4K 0.21% 62
2023
Q4 		$1.03M Hold
19,536
– – 0.21% 66
2023
Q3 		$1.04M Buy
19,536
+13,194
+208% +$702K 0.24% 66
2023
Q2 		$332K Sell
6,342
-120
-2% -$6.05K 0.07% 104
2023
Q1 		$318K Hold
6,462
– – 0.07% 106
2022
Q4 		$305K Sell
6,462
-420
-6% -$19.9K 0.07% 107
2022
Q3 		$298K Sell
6,882
-1,095
-14% -$48K 0.07% 107
2022
Q2 		$323K Sell
7,977
-783
-9% -$36.1K 0.07% 106
2022
Q1 		$435K Buy
8,760
+78
+0.9% +$3.66K 0.08% 98
2021
Q4 		$419K Sell
8,682
-3,150
-27% -$150K 0.07% 107
2021
Q3 		$550K Buy
11,832
+435
+4% +$21K 0.11% 91
2021
Q2 		$536K Hold
11,397
– – 0.11% 93
2021
Q1 		$516K Buy
11,397
+423
+4% +$19.6K 0.11% 95
2020
Q4 		$527K Buy
10,974
+4,020
+58% +$195K 0.12% 87
2020
Q3 		$324K Hold
6,954
– – 0.09% 101
2020
Q2 		$278K Buy
6,954
+135
+2% +$5.55K 0.08% 105
2020
Q1 		$258K Buy
+6,819
New +$262K 0.09% 101
2019
Q2 		– Sell
-489
Closed -$16K – 332
2019
Q1 		$16K Buy
+489
New +$15.9K 0.01% 241

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buffington Mohr McNeal's WMT Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Walmart Inc (WMT) stake by 71% in Q1 2025, selling an estimated $1M and leaving 4,284 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #78.

Buffington Mohr McNeal first reported a position in WMT in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.35M in Q4 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Buffington Mohr McNeal held 4,284 shares of Walmart Inc worth $376K as of Q1 2025.
  • Buffington Mohr McNeal sold 10,688 Walmart Inc shares in Q1 2025, an estimated $1M.
  • Walmart Inc made up 0.07% of Buffington Mohr McNeal's portfolio in Q1 2025, its #78 holding.
  • Buffington Mohr McNeal first reported a position in Walmart Inc in Q1 2019 and has held it in 22 quarters since.
  • Buffington Mohr McNeal's Walmart Inc position peaked at $1.35M in Q4 2024.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.