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Centerstone Investors’s Walmart Inc WMT Stock Holding History

Centerstone Investors’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 		– Sell
-15,527
Closed -$1.4M – 29
2024
Q4 		$1.4M Sell
15,527
-369
-2% -$32K 1.31% 25
2024
Q3 		$1.28M Sell
15,896
-43,992
-73% -$3.23M 1.25% 25
2024
Q2 		$4.06M Sell
59,888
-820
-1% -$51.6K 3.38% 12
2024
Q1 		$3.65M Hold
60,708
– – 2.82% 13
2023
Q4 		$3.19M Buy
60,708
+1,968
+3% +$104K 3.27% 12
2023
Q3 		$3.13M Hold
58,740
– – 3.2% 12
2023
Q2 		$3.08M Hold
58,740
– – 3.07% 13
2023
Q1 		$2.89M Buy
58,740
+14,820
+34% +$703K 3.4% 11
2022
Q4 		$2.08M Sell
43,920
-22,080
-33% -$1.05M 3.04% 15
2022
Q3 		$2.85M Sell
66,000
-9,000
-12% -$394K 4.67% 7
2022
Q2 		$3.04M Hold
75,000
– – 3.5% 11
2022
Q1 		$3.72M Buy
+75,000
New +$3.52M 3.86% 10

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

Centerstone Investors's WMT Position: Q1 2025 in Review

Centerstone Investors sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 15,527 shares — an estimated $1.4M sold.

Centerstone Investors first reported a position in WMT in Q1 2022 and held it in 12 quarters. The position peaked at $4.06M in Q2 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Centerstone Investors reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
  • Centerstone Investors sold 15,527 Walmart Inc shares in Q1 2025, an estimated $1.4M.
  • Centerstone Investors first reported a position in Walmart Inc in Q1 2022 and held it in 12 quarters.
  • Centerstone Investors's Walmart Inc position peaked at $4.06M in Q2 2024.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Centerstone Investors's 13F filing for Q1 2025, filed 15 May 2025.