Burt Wealth Advisors’s Walmart Inc WMT Stock Holding History

Burt Wealth 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	$1.04M	Buy	10,053 +2	+0%	+$199	0.25%	42
2025 Q2	$983K	Sell	10,051 -146	-1%	-$13.9K	0.22%	43
2025 Q1	$895K	Buy	10,197 +2	+0%	+$188	0.22%	41
2024 Q4	$921K	Buy	10,195 +1,483	+17%	+$129K	0.23%	42
2024 Q3	$704K	Sell	8,712 -178	-2%	-$13.1K	0.17%	50
2024 Q2	$602K	Sell	8,890 -445	-5%	-$28K	0.16%	53
2024 Q1	$562K	Buy	9,335 +2	+0%	+$114	0.14%	60
2023 Q4	$490K	Sell	9,333 -225	-2%	-$11.9K	0.14%	57
2023 Q3	$510K	Buy	9,558 +3	+0%	+$160	0.16%	52
2023 Q2	$501K	Sell	9,555 -87	-0.9%	-$4.39K	0.15%	55
2023 Q1	$474K	Buy	9,642 +96	+1%	+$4.56K	0.15%	55
2022 Q4	$451K	Hold	9,546	–	–	0.15%	60
2022 Q3	$413K	Buy	9,546 +3	+0%	+$131	0.17%	49
2022 Q2	$387K	Buy	9,543 +6	+0.1%	+$277	0.13%	56
2022 Q1	$473K	Buy	9,537 +390	+4%	+$18.3K	0.14%	53
2021 Q4	$441K	Hold	9,147	–	–	0.14%	53
2021 Q3	$425K	Buy	9,147 +3	+0%	+$145	0.14%	55
2021 Q2	$430K	Sell	9,144 -669	-7%	-$31.2K	0.16%	49
2021 Q1	$444K	Buy	9,813 +954	+11%	+$44.2K	0.16%	49
2020 Q4	$426K	Hold	8,859	–	–	0.15%	50
2020 Q3	$413K	Buy	8,859 +3	+0%	+$133	0.15%	45
2020 Q2	$354K	Sell	8,856 -276	-3%	-$11.4K	0.14%	50
2020 Q1	$346K	Buy	9,132 +3	+0%	+$115	0.16%	53
2019 Q4	$362K	Hold	9,129	–	–	0.14%	52
2019 Q3	$361K	Buy	9,129 +3	+0%	+$113	0.15%	54
2019 Q2	$336K	Buy	9,126 +9	+0.1%	+$310	0.15%	52
2019 Q1	$296K	Buy	9,117 +1,803	+25%	+$58.5K	0.13%	62
2018 Q4	$227K	Hold	7,314	–	–	0.11%	73
2018 Q3	$229K	Buy	7,314 +1,113	+18%	+$34K	0.1%	73
2018 Q2	$177K	Sell	6,201 -765	-11%	-$21.7K	0.08%	86
2018 Q1	$207K	Buy	6,966 +3	+0%	+$96	0.11%	70
2017 Q4	$229K	Hold	6,963	–	–	0.14%	64
2017 Q3	$181K	Sell	6,963 -678	-9%	-$17.8K	0.12%	74
2017 Q2	$192K	Buy	7,641 +1,350	+21%	+$34.3K	0.13%	67
2017 Q1	$151K	Sell	6,291 -18	-0.3%	-$414	0.11%	78
2016 Q4	$145K	Hold	6,309	–	–	0.13%	87
2016 Q3	$151K	Hold	6,309	–	–	0.16%	75
2016 Q2	$153K	Sell	6,309 -60	-0.9%	-$1.39K	0.17%	72
2016 Q1	$145K	Buy	6,369 +60	+1%	+$1.32K	0.13%	80
2015 Q4	$128K	Buy	6,309 +303	+5%	+$6.08K	0.1%	85
2015 Q3	$129K	Hold	6,006	–	–	0.16%	73
2015 Q2	$142K	Hold	6,006	–	–	0.15%	74
2015 Q1	$165K	Hold	6,006	–	–	0.17%	61
2014 Q4	$172K	Buy	+6,006	New	+$162K	0.18%	60

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Burt Wealth Advisors's WMT Position: Q3 2025 in Review

Burt Wealth Advisors increased its Walmart Inc (WMT) stake by 0.02% in Q3 2025, buying an estimated $199 and bringing the position to 10,053 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #42.

Burt Wealth Advisors first reported a position in WMT in Q4 2014 and has held it in 44 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

Burt Wealth Advisors held 10,053 shares of Walmart Inc worth $1.04M as of Q3 2025.
Burt Wealth Advisors bought 2 Walmart Inc shares in Q3 2025, an estimated $199.
Walmart Inc made up 0.25% of Burt Wealth Advisors's portfolio in Q3 2025, its #42 holding.
Burt Wealth Advisors first reported a position in Walmart Inc in Q4 2014 and has held it in 44 quarters since.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.