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Cypress Asset Management’s Walmart Inc WMT Stock Holding History

Cypress Asset 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
Q4 		$517K Hold
4,641
– – 0.11% 86
2025
Q3 		$478K Hold
4,641
– – 0.11% 87
2025
Q2 		$454K Sell
4,641
-25
-0.5% -$2.38K 0.11% 90
2025
Q1 		$410K Sell
4,666
-443
-9% -$41.6K 0.11% 93
2024
Q4 		$471K Sell
5,109
-100
-2% -$8.68K 0.12% 85
2024
Q3 		$421K Buy
5,209
+100
+2% +$7.34K 0.1% 86
2024
Q2 		$353K Hold
5,109
– – 0.09% 88
2024
Q1 		$319K Sell
5,109
-186
-4% -$10.6K 0.09% 94
2023
Q4 		$278K Hold
5,295
– – 0.08% 101
2023
Q3 		$282K Sell
5,295
-114
-2% -$6.07K 0.09% 101
2023
Q2 		$293K Sell
5,409
-186
-3% -$9.38K 0.09% 109
2023
Q1 		$275K Buy
5,595
+66
+1% +$3.13K 0.1% 112
2022
Q4 		$261K Sell
5,529
-975
-15% -$46.3K 0.09% 114
2022
Q3 		$281K Sell
6,504
-60
-0.9% -$2.63K 0.11% 114
2022
Q2 		$266K Hold
6,564
– – 0.1% 113
2022
Q1 		$326K Sell
6,564
-300
-4% -$14.1K 0.1% 115
2021
Q4 		$331K Buy
6,864
+144
+2% +$6.88K 0.08% 120
2021
Q3 		$312K Sell
6,720
-60
-0.9% -$2.89K 0.08% 120
2021
Q2 		$319K Sell
6,780
-450
-6% -$21K 0.08% 121
2021
Q1 		$327K Buy
7,230
+225
+3% +$10.4K 0.09% 120
2020
Q4 		$337K Buy
+7,005
New +$340K 0.09% 124
2014
Q2 		– Sell
-10,875
Closed -$277K – 213
2014
Q1 		$277K Hold
10,875
– – 0.05% 168
2013
Q4 		$285K Buy
10,875
+927
+9% +$23.9K 0.05% 168
2013
Q3 		$245K Sell
9,948
-225
-2% -$5.67K 0.05% 172
2013
Q2 		$253K Buy
+10,173
New +$261K 0.05% 173

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cypress Asset Management's WMT Position: Q4 2025 in Review

Cypress Asset Management held its Walmart Inc (WMT) position steady in Q4 2025 at 4,641 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #86.

Cypress Asset Management first reported a position in WMT in Q2 2013 and has held it in 25 quarters since. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Cypress Asset Management held 4,641 shares of Walmart Inc worth $517K as of Q4 2025.
  • Cypress Asset Management left its Walmart Inc share count unchanged in Q4 2025.
  • Walmart Inc made up 0.11% of Cypress Asset Management's portfolio in Q4 2025, its #86 holding.
  • Cypress Asset Management first reported a position in Walmart Inc in Q2 2013 and has held it in 25 quarters since.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.