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Cutter & Co Brokerage’s Walmart Inc WMT Stock Holding History

Cutter & Co Brokerage’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
-7,338
Closed -$644K – 178
2025
Q1 		$644K Buy
7,338
+307
+4% +$28.8K 0.15% 83
2024
Q4 		$635K Hold
7,031
– – 0.16% 80
2024
Q3 		$568K Buy
7,031
+764
+12% +$56.1K 0.13% 93
2024
Q2 		$424K Sell
6,267
-1,168
-16% -$73.6K 0.1% 110
2024
Q1 		$447K Buy
7,435
+436
+6% +$24.9K 0.11% 102
2023
Q4 		$368K Buy
6,999
+900
+15% +$47.6K 0.1% 118
2023
Q3 		$325K Buy
6,099
+6
+0.1% +$319 0.1% 125
2023
Q2 		$319K Buy
6,093
+399
+7% +$20.1K 0.09% 134
2023
Q1 		$280K Sell
5,694
-1,866
-25% -$88.6K 0.09% 160
2022
Q4 		$357K Hold
7,560
– – 0.12% 131
2022
Q3 		$327K Sell
7,560
-420
-5% -$18.4K 0.12% 142
2022
Q2 		$323K Sell
7,980
-168
-2% -$7.75K 0.11% 154
2022
Q1 		$404K Sell
8,148
-204
-2% -$9.58K 0.12% 136
2021
Q4 		$403K Buy
8,352
+300
+4% +$14.3K 0.11% 152
2021
Q3 		$374K Buy
8,052
+6
+0.1% +$289 0.09% 188
2021
Q2 		$378K Buy
8,046
+3
+0% +$140 0.09% 187
2021
Q1 		$364K Sell
8,043
-276
-3% -$12.8K 0.09% 184
2020
Q4 		$400K Buy
8,319
+195
+2% +$9.47K 0.11% 159
2020
Q3 		$379K Sell
8,124
-795
-9% -$35.3K 0.11% 149
2020
Q2 		$356K Sell
8,919
-4,050
-31% -$167K 0.12% 142
2020
Q1 		$500K Buy
12,969
+5,304
+69% +$204K 0.19% 107
2019
Q4 		$304K Sell
7,665
-6,375
-45% -$253K 0.11% 170
2019
Q3 		$555K Sell
14,040
-33,021
-70% -$1.25M 0.18% 126
2019
Q2 		$1.73M Sell
47,061
-266,481
-85% -$9.18M 0.55% 51
2019
Q1 		$10.2M Buy
313,542
+281,685
+884% +$9.13M 2.9% 3
2018
Q4 		$989K Buy
31,857
+405
+1% +$13K 0.38% 72
2018
Q3 		$985K Buy
31,452
+2,214
+8% +$67.7K 0.34% 80
2018
Q2 		$835K Buy
29,238
+525
+2% +$14.9K 0.32% 85
2018
Q1 		$852K Buy
28,713
+1,890
+7% +$60.8K 0.34% 79
2017
Q4 		$883K Buy
26,823
+1,995
+8% +$61K 0.36% 70
2017
Q3 		$647K Buy
24,828
+627
+3% +$16.4K 0.26% 92
2017
Q2 		$611K Buy
24,201
+600
+3% +$15.2K 0.24% 101
2017
Q1 		$567K Hold
23,601
– – 0.23% 97
2016
Q4 		$544K Sell
23,601
-480
-2% -$11.2K 0.23% 95
2016
Q3 		$579K Sell
24,081
-300
-1% -$7.28K 0.25% 89
2016
Q2 		$593K Buy
24,381
+30
+0.1% +$694 0.25% 88
2016
Q1 		$556K Buy
24,351
+4,560
+23% +$100K 0.26% 88
2015
Q4 		$404K Buy
19,791
+1,629
+9% +$32.7K 0.19% 119
2015
Q3 		$393K Sell
18,162
-3,246
-15% -$74.5K 0.19% 109
2015
Q2 		$506K Buy
+21,408
New +$546K 0.2% 130
2015
Q1 		– Sell
-18,954
Closed -$543K – 265
2014
Q4 		$543K Buy
18,954
+2,901
+18% +$78.4K 0.21% 118
2014
Q3 		$409K Sell
16,053
-75
-0.5% -$1.89K 0.16% 139
2014
Q2 		$404K Sell
16,128
-15
-0.1% -$385 0.15% 146
2014
Q1 		$411K Buy
16,143
+675
+4% +$17K 0.16% 135
2013
Q4 		$406K Sell
15,468
-3,171
-17% -$81.9K 0.19% 119
2013
Q3 		$460K Sell
18,639
-600
-3% -$15.1K 0.21% 113
2013
Q2 		$478K Buy
+19,239
New +$493K 0.23% 108

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

Cutter & Co Brokerage's WMT Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 7,338 shares — an estimated $644K sold.

Cutter & Co Brokerage first reported a position in WMT in Q2 2013 and held it in 47 quarters. The position peaked at $10.2M in Q1 2019. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 7,338 Walmart Inc shares in Q2 2025, an estimated $644K.
  • Cutter & Co Brokerage first reported a position in Walmart Inc in Q2 2013 and held it in 47 quarters.
  • Cutter & Co Brokerage's Walmart Inc position peaked at $10.2M in Q1 2019.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.