Donor Advised Charitable Giving’s Walmart Inc WMT Stock Holding History

Donor Advised Charitable Giving’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	–	Sell	-31,000	Closed	-$3.19M	–	52
2025 Q3	$3.19M	Hold	31,000	–	–	0.06%	9
2025 Q2	$3.03M	Sell	31,000 -9,000	-23%	-$857K	0.06%	10
2025 Q1	$3.51M	Hold	40,000	–	–	0.1%	7
2024 Q4	$3.61M	Hold	40,000	–	–	0.08%	6
2024 Q3	$3.23M	Hold	40,000	–	–	0.08%	8
2024 Q2	$2.71M	Buy	+40,000	New	+$2.52M	0.06%	9

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Donor Advised Charitable Giving's WMT Position: Q4 2025 in Review

Donor Advised Charitable Giving sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 31,000 shares — an estimated $3.19M sold.

Donor Advised Charitable Giving first reported a position in WMT in Q2 2024 and held it in 6 quarters. The position peaked at $3.61M in Q4 2024. 4,387 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Donor Advised Charitable Giving reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Donor Advised Charitable Giving sold 31,000 Walmart Inc shares in Q4 2025, an estimated $3.19M.
Donor Advised Charitable Giving first reported a position in Walmart Inc in Q2 2024 and held it in 6 quarters.
Donor Advised Charitable Giving's Walmart Inc position peaked at $3.61M in Q4 2024.
4,387 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Donor Advised Charitable Giving's 13F filing for Q4 2025, filed 23 Jan 2026.