Churchill Management’s Walmart Inc WMT Stock Holding History

Churchill 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	$3M	Buy	+30,646	New	+$2.92M	0.03%	116
2022 Q2	–	Sell	-53,463	Closed	-$2.65M	–	130
2022 Q1	$2.65M	Buy	53,463 +2,340	+5%	+$110K	0.05%	115
2021 Q4	$2.47M	Sell	51,123 -405	-0.8%	-$19.3K	0.03%	135
2021 Q3	$2.39M	Buy	+51,528	New	+$2.48M	0.04%	130
2021 Q2	–	Sell	-161,697	Closed	-$7.32M	–	149
2021 Q1	$7.32M	Sell	161,697 -6,027	-4%	-$279K	0.12%	104
2020 Q4	$8.06M	Sell	167,724 -8,412	-5%	-$408K	0.14%	92
2020 Q3	$8.21M	Sell	176,136 -8,949	-5%	-$398K	0.2%	62
2020 Q2	$7.39M	Sell	185,085 -147	-0.1%	-$6.05K	0.23%	65
2020 Q1	$7.01M	Sell	185,232 -5,097	-3%	-$196K	0.35%	52
2019 Q4	$7.54M	Sell	190,329 -15,795	-8%	-$627K	0.14%	77
2019 Q3	$8.15M	Buy	206,124 +72,132	+54%	+$2.72M	0.21%	67
2019 Q2	$4.93M	Buy	+133,992	New	+$4.62M	0.13%	84

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

Norges Bank Oslo, Norway $935B AUM

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Churchill Management's WMT Position: Q2 2025 in Review

Churchill Management opened a new position in Walmart Inc (WMT) in Q2 2025: 30,646 shares worth $3M. The stake represents 0.03% of the portfolio and ranks #116 among its holdings. This is a return to the name: Churchill Management previously reported a position in WMT as recently as Q1 2022.

Churchill Management first reported a position in WMT in Q2 2019 and has held it in 12 quarters since. The position peaked at $8.21M in Q3 2020. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Churchill Management held 30,646 shares of Walmart Inc worth $3M as of Q2 2025.
Walmart Inc was a new Churchill Management position in Q2 2025.
Walmart Inc made up 0.03% of Churchill Management's portfolio in Q2 2025, its #116 holding.
Churchill Management first reported a position in Walmart Inc in Q2 2019 and has held it in 12 quarters since.
Churchill Management's Walmart Inc position peaked at $8.21M in Q3 2020.
3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

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