DFP
WMT icon

Defined Financial Planning’s Walmart Inc WMT Stock Holding History

Defined Financial Planning’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 		$282K Sell
2,745
-767
-22% -$76.4K 0.23% 49
2025
Q2 		$335K Sell
3,512
-453
-11% -$43.2K 0.3% 41
2025
Q1 		$352K Buy
3,965
+1,542
+64% +$145K 0.36% 42
2024
Q4 		$219K Buy
+2,423
New +$210K 0.23% 70

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

Defined Financial Planning's WMT Position: Q3 2025 in Review

Defined Financial Planning reduced its Walmart Inc (WMT) stake by 22% in Q3 2025, selling an estimated $76.4K and leaving 2,745 shares worth $282K. The position accounts for 0.23% of the portfolio, ranked #49.

Defined Financial Planning first reported a position in WMT in Q4 2024 and has held it in 4 quarters since. The position peaked at $352K in Q1 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Defined Financial Planning held 2,745 shares of Walmart Inc worth $282K as of Q3 2025.
  • Defined Financial Planning sold 767 Walmart Inc shares in Q3 2025, an estimated $76.4K.
  • Walmart Inc made up 0.23% of Defined Financial Planning's portfolio in Q3 2025, its #49 holding.
  • Defined Financial Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's Walmart Inc position peaked at $352K in Q1 2025.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.