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Carolinas Wealth Consulting’s Walmart Inc WMT Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-3,248
Closed -$285K – 968
2025
Q1 		$285K Sell
3,248
-1,245
-28% -$117K 0.06% 148
2024
Q4 		$407K Sell
4,493
-6
-0.1% -$521 0.08% 121
2024
Q3 		$363K Buy
4,499
+226
+5% +$16.6K 0.07% 137
2024
Q2 		$289K Buy
4,273
+35
+0.8% +$2.2K 0.06% 145
2024
Q1 		$255K Sell
4,238
-46,015
-92% -$2.63M 0.05% 147
2023
Q4 		$245K Sell
50,253
-321
-0.6% -$17K 0.05% 140
2023
Q3 		$270K Sell
50,574
-579
-1% -$30.8K 0.07% 121
2023
Q2 		$291K Sell
51,153
-12
-0% -$605 0.06% 145
2023
Q1 		$274K Buy
51,165
+87
+0.2% +$4.13K 0.06% 147
2022
Q4 		$261K Buy
51,078
+225
+0.4% +$10.7K 0.06% 146
2022
Q3 		$230K Buy
50,853
+324
+0.6% +$14.2K 0.06% 143
2022
Q2 		$203K Buy
50,529
+44,544
+744% +$2.05M 0.05% 159
2022
Q1 		$297K Sell
5,985
-570
-9% -$26.8K 0.07% 128
2021
Q4 		$317K Buy
6,555
+294
+5% +$14K 0.07% 128
2021
Q3 		$291K Buy
6,261
+12
+0.2% +$578 0.07% 122
2021
Q2 		$294K Sell
6,249
-2,979
-32% -$139K 0.06% 131
2021
Q1 		$418K Buy
9,228
+795
+9% +$36.8K 0.1% 96
2020
Q4 		$407K Buy
8,433
+3,390
+67% +$165K 0.11% 96
2020
Q3 		$235K Buy
5,043
+2,232
+79% +$99.2K 0.08% 114
2020
Q2 		$112K Buy
+2,811
New +$116K 0.04% 142

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Carolinas Wealth Consulting's WMT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 3,248 shares — an estimated $285K sold.

Carolinas Wealth Consulting first reported a position in WMT in Q2 2020 and held it in 20 quarters. The position peaked at $418K in Q1 2021. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,248 Walmart Inc shares in Q2 2025, an estimated $285K.
  • Carolinas Wealth Consulting first reported a position in Walmart Inc in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Walmart Inc position peaked at $418K in Q1 2021.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.