Dale Q Rice Investment Management’s Walmart Inc WMT Stock Holding History

Dale Q Rice Investment 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	–	Sell	-3,135	Closed	-$275K	–	92
2025 Q1	$275K	Buy	3,135 +900	+40%	+$84.4K	0.14%	74
2024 Q4	$202K	Buy	+2,235	New	+$194K	0.09%	63

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

Norges Bank Oslo, Norway $935B AUM

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Dale Q Rice Investment Management's WMT Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 3,135 shares — an estimated $275K sold.

Dale Q Rice Investment Management first reported a position in WMT in Q4 2024 and held it in 2 quarters. The position peaked at $275K in Q1 2025. 3,967 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Dale Q Rice Investment Management reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
Dale Q Rice Investment Management sold 3,135 Walmart Inc shares in Q2 2025, an estimated $275K.
Dale Q Rice Investment Management first reported a position in Walmart Inc in Q4 2024 and held it in 2 quarters.
Dale Q Rice Investment Management's Walmart Inc position peaked at $275K in Q1 2025.
3,967 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.