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Congress Park Capital’s Walmart Inc WMT Stock Holding History

Congress Park Capital’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
-27,234
Closed -$2.39M – 128
2025
Q1 		$2.39M Sell
27,234
-3,216
-11% -$302K 0.91% 29
2024
Q4 		$2.75M Sell
30,450
-2,007
-6% -$174K 1% 30
2024
Q3 		$2.62M Sell
32,457
-208
-0.6% -$15.3K 0.97% 33
2024
Q2 		$2.21M Buy
32,665
+228
+0.7% +$14.4K 0.89% 36
2024
Q1 		$1.95M Sell
32,437
-317
-1% -$18.1K 0.86% 37
2023
Q4 		$1.72M Sell
32,754
-4,929
-13% -$261K 0.84% 38
2023
Q3 		$2.01M Buy
37,683
+297
+0.8% +$15.8K 1.05% 27
2023
Q2 		$1.96M Sell
37,386
-1,242
-3% -$62.7K 0.98% 27
2023
Q1 		$1.9M Sell
38,628
-1,437
-4% -$68.2K 0.99% 30
2022
Q4 		$1.89M Sell
40,065
-120
-0.3% -$5.7K 1.11% 25
2022
Q3 		$1.74M Sell
40,185
-5,568
-12% -$244K 1.01% 28
2022
Q2 		$1.85M Sell
45,753
-2,853
-6% -$132K 1.13% 24
2022
Q1 		$2.41M Sell
48,606
-7,488
-13% -$352K 1.21% 21
2021
Q4 		$2.71M Buy
56,094
+39
+0.1% +$1.86K 1.33% 25
2021
Q3 		$2.6M Buy
56,055
+3,288
+6% +$158K 1.33% 22
2021
Q2 		$2.48M Buy
52,767
+4,281
+9% +$199K 1.24% 23
2021
Q1 		$2.19M Buy
48,486
+5,094
+12% +$236K 1.23% 21
2020
Q4 		$2.08M Buy
43,392
+735
+2% +$35.7K 1.23% 22
2020
Q3 		$1.99M Buy
42,657
+37,242
+688% +$1.66M 1.23% 24
2020
Q2 		$216K Buy
+5,415
New +$223K 0.17% 84

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

Congress Park Capital's WMT Position: Q2 2025 in Review

Congress Park Capital sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 27,234 shares — an estimated $2.39M sold.

Congress Park Capital first reported a position in WMT in Q2 2020 and held it in 20 quarters. The position peaked at $2.75M in Q4 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Congress Park Capital reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Congress Park Capital sold 27,234 Walmart Inc shares in Q2 2025, an estimated $2.39M.
  • Congress Park Capital first reported a position in Walmart Inc in Q2 2020 and held it in 20 quarters.
  • Congress Park Capital's Walmart Inc position peaked at $2.75M in Q4 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Congress Park Capital's 13F filing for Q2 2025, filed 11 Jul 2025.