D. Scott Neal’s Walmart Inc WMT Stock Holding History

D. Scott Neal’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	$201K	Buy	+1,949	New	+$194K	0.09%	57
2022 Q4	–	Sell	-4,935	Closed	-$213K	–	62
2022 Q3	$213K	Hold	4,935	–	–	0.09%	59
2022 Q2	$200K	Sell	4,935 -1,536	-24%	-$70.8K	0.08%	60
2022 Q1	$321K	Hold	6,471	–	–	0.13%	55
2021 Q4	$312K	Sell	6,471 -135	-2%	-$6.45K	0.12%	48
2021 Q3	$307K	Buy	6,606 +1,479	+29%	+$71.3K	0.13%	41
2021 Q2	$241K	Buy	5,127 +195	+4%	+$9.08K	0.11%	45
2021 Q1	$223K	Hold	4,932	–	–	0.1%	43
2020 Q4	$237K	Hold	4,932	–	–	0.12%	36
2020 Q3	$230K	Sell	4,932 -930	-16%	-$41.3K	0.13%	36
2020 Q2	$234K	Buy	5,862 +45	+0.8%	+$1.85K	0.15%	35
2020 Q1	$220K	Buy	+5,817	New	+$224K	0.13%	33
2018 Q3	–	Sell	-3,216	Closed	-$92K	–	63
2018 Q2	$92K	Hold	3,216	–	–	0.05%	50
2018 Q1	$95K	Hold	3,216	–	–	0.05%	61
2017 Q4	$106K	Hold	3,216	–	–	0.06%	59
2017 Q3	$84K	Hold	3,216	–	–	0.05%	62
2017 Q2	$81K	Hold	3,216	–	–	0.06%	83
2017 Q1	$77K	Hold	3,216	–	–	0.05%	72
2016 Q4	$74K	Hold	3,216	–	–	0.05%	68
2016 Q3	$77K	Hold	3,216	–	–	0.06%	59
2016 Q2	$78K	Hold	3,216	–	–	0.07%	58
2016 Q1	$73K	Hold	3,216	–	–	0.07%	53
2015 Q4	$66K	Buy	+3,216	New	+$64.5K	0.05%	52

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

D. Scott Neal's WMT Position: Q3 2025 in Review

D. Scott Neal opened a new position in Walmart Inc (WMT) in Q3 2025: 1,949 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #57 among its holdings. This is a return to the name: D. Scott Neal previously reported a position in WMT as recently as Q3 2022.

D. Scott Neal first reported a position in WMT in Q4 2015 and has held it in 23 quarters since. The position peaked at $321K in Q1 2022. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

D. Scott Neal held 1,949 shares of Walmart Inc worth $201K as of Q3 2025.
Walmart Inc was a new D. Scott Neal position in Q3 2025.
Walmart Inc made up 0.09% of D. Scott Neal's portfolio in Q3 2025, its #57 holding.
D. Scott Neal first reported a position in Walmart Inc in Q4 2015 and has held it in 23 quarters since.
D. Scott Neal's Walmart Inc position peaked at $321K in Q1 2022.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.