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Court Place Advisors’s Walmart Inc WMT Stock Holding History

Court Place Advisors’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
Q3 		$473K Sell
4,592
-150
-3% -$14.9K 0.14% 99
2025
Q2 		$464K Sell
4,742
-14
-0.3% -$1.33K 0.15% 100
2025
Q1 		$418K Buy
4,756
+236
+5% +$22.1K 0.14% 102
2024
Q4 		$408K Buy
4,520
+94
+2% +$8.16K 0.13% 106
2024
Q3 		$357K Buy
4,426
+350
+9% +$25.7K 0.1% 121
2024
Q2 		$276K Buy
4,076
+60
+1% +$3.78K 0.09% 136
2024
Q1 		$242K Sell
4,016
-1
-0% -$57 0.08% 142
2023
Q4 		$211K Hold
4,017
– – 0.07% 153
2023
Q3 		$214K Hold
4,017
– – 0.08% 152
2023
Q2 		$210K Buy
+4,017
New +$203K 0.07% 158
2022
Q1 		– Sell
-10,470
Closed -$505K – 188
2021
Q4 		$505K Sell
10,470
-1,590
-13% -$75.9K 0.14% 114
2021
Q3 		$560K Hold
12,060
– – 0.17% 105
2021
Q2 		$567K Hold
12,060
– – 0.17% 106
2021
Q1 		$546K Buy
12,060
+900
+8% +$41.7K 0.17% 104
2020
Q4 		$536K Hold
11,160
– – 0.18% 99
2020
Q3 		$520K Buy
11,160
+1,800
+19% +$80K 0.19% 96
2020
Q2 		$374K Hold
9,360
– – 0.15% 113
2020
Q1 		$354K Hold
9,360
– – 0.16% 114
2019
Q4 		$371K Hold
9,360
– – 0.13% 131
2019
Q3 		$370K Buy
+9,360
New +$353K 0.14% 126

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Court Place Advisors's WMT Position: Q3 2025 in Review

Court Place Advisors reduced its Walmart Inc (WMT) stake by 3.2% in Q3 2025, selling an estimated $14.9K and leaving 4,592 shares worth $473K. The position accounts for 0.14% of the portfolio, ranked #99.

Court Place Advisors first reported a position in WMT in Q3 2019 and has held it in 20 quarters since. The position peaked at $567K in Q2 2021. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Court Place Advisors held 4,592 shares of Walmart Inc worth $473K as of Q3 2025.
  • Court Place Advisors sold 150 Walmart Inc shares in Q3 2025, an estimated $14.9K.
  • Walmart Inc made up 0.14% of Court Place Advisors's portfolio in Q3 2025, its #99 holding.
  • Court Place Advisors first reported a position in Walmart Inc in Q3 2019 and has held it in 20 quarters since.
  • Court Place Advisors's Walmart Inc position peaked at $567K in Q2 2021.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.