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Congress Wealth Management’s Walmart Inc WMT Stock Holding History

Congress 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 		$10M Buy
102,491
+15,785
+18% +$1.5M 0.1% 245
2025
Q1 		$7.61M Buy
86,706
+39,668
+84% +$3.72M 0.09% 252
2024
Q4 		$4.25M Buy
47,038
+1,309
+3% +$114K 0.06% 304
2024
Q3 		$3.69M Buy
45,729
+31,730
+227% +$2.33M 0.05% 336
2024
Q2 		$948K Buy
13,999
+1,472
+12% +$92.7K 0.02% 434
2024
Q1 		$754K Sell
12,527
-1,969
-14% -$113K 0.01% 401
2023
Q4 		$762K Buy
14,496
+6,492
+81% +$344K 0.01% 413
2023
Q3 		$427K Sell
8,004
-927
-10% -$49.3K 0.01% 474
2023
Q2 		$468K Sell
8,931
-912
-9% -$46K 0.01% 427
2023
Q1 		$484K Sell
9,843
-912
-8% -$43.3K 0.01% 420
2022
Q4 		$508K Sell
10,755
-459
-4% -$21.8K 0.01% 406
2022
Q3 		$485K Sell
11,214
-399
-3% -$17.5K 0.01% 409
2022
Q2 		$470K Sell
11,613
-549
-5% -$25.3K 0.01% 418
2022
Q1 		$603K Sell
12,162
-1,404
-10% -$65.9K 0.01% 418
2021
Q4 		$654K Buy
+13,566
New +$648K 0.01% 431

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

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

Congress Wealth Management increased its Walmart Inc (WMT) stake by 18% in Q2 2025, buying an estimated $1.5M and bringing the position to 102,491 shares worth $10M. The position accounts for 0.1% of the portfolio, ranked #245.

Congress Wealth Management first reported a position in WMT in Q4 2021 and has held it in 15 quarters since. 3,973 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Congress Wealth Management held 102,491 shares of Walmart Inc worth $10M as of Q2 2025.
  • Congress Wealth Management bought 15,785 Walmart Inc shares in Q2 2025, an estimated $1.5M.
  • Walmart Inc made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #245 holding.
  • Congress Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 15 quarters since.
  • 3,973 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.