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Dixon Mitchell Investment Counsel’s Walmart Inc WMT Stock Holding History

Dixon Mitchell Investment Counsel’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
-75
Closed -$6.6K – 103
2025
Q1 		$6.6K Hold
75
– – ﹤0.01% 82
2024
Q4 		$6.79K Buy
+75
New +$6.51K ﹤0.01% 98
2024
Q3 		– Sell
-2,070
Closed -$140K – 161
2024
Q2 		$140K Sell
2,070
-195
-9% -$12.3K 0.01% 57
2024
Q1 		$137K Buy
+2,265
New +$130K 0.01% 59

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

Dixon Mitchell Investment Counsel's WMT Position: Q2 2025 in Review

Dixon Mitchell Investment Counsel sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 75 shares — an estimated $6.6K sold.

Dixon Mitchell Investment Counsel first reported a position in WMT in Q1 2024 and held it in 4 quarters. The position peaked at $140K in Q2 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Dixon Mitchell Investment Counsel reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Dixon Mitchell Investment Counsel sold 75 Walmart Inc shares in Q2 2025, an estimated $6.6K.
  • Dixon Mitchell Investment Counsel first reported a position in Walmart Inc in Q1 2024 and held it in 4 quarters.
  • Dixon Mitchell Investment Counsel's Walmart Inc position peaked at $140K in Q2 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2025, filed 13 Aug 2025.