CWM
WMT icon

Centricity Wealth Management’s Walmart Inc WMT Stock Holding History

Centricity Wealth Management’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 		$393K Sell
4,015
-142
-3% -$13.5K 0.31% 52
2025
Q1 		$365K Sell
4,157
-292
-7% -$27.4K 0.33% 51
2024
Q4 		$402K Buy
+4,449
New +$386K 0.38% 50

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Centricity Wealth Management's WMT Position: Q2 2025 in Review

Centricity Wealth Management reduced its Walmart Inc (WMT) stake by 3.4% in Q2 2025, selling an estimated $13.5K and leaving 4,015 shares worth $393K. The position accounts for 0.31% of the portfolio, ranked #52.

Centricity Wealth Management first reported a position in WMT in Q4 2024 and has held it in 3 quarters since. The position peaked at $402K in Q4 2024. 3,973 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Centricity Wealth Management held 4,015 shares of Walmart Inc worth $393K as of Q2 2025.
  • Centricity Wealth Management sold 142 Walmart Inc shares in Q2 2025, an estimated $13.5K.
  • Walmart Inc made up 0.31% of Centricity Wealth Management's portfolio in Q2 2025, its #52 holding.
  • Centricity Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Walmart Inc position peaked at $402K in Q4 2024.
  • 3,973 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.