Edge Financial Advisors’s Walmart Inc WMT Stock Holding History

Edge Financial Advisors’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	$402K	Sell	3,610 -121	-3%	-$13K	0.17%	102
2025 Q3	$384K	Sell	3,731 -466	-11%	-$46.4K	0.17%	100
2025 Q2	$411K	Buy	4,197 +141	+3%	+$13.4K	0.22%	76
2025 Q1	$356K	Buy	4,056 +113	+3%	+$10.6K	0.22%	66
2024 Q4	$356K	Sell	3,943 -335	-8%	-$29.1K	0.32%	64
2024 Q3	$345K	Buy	4,278 +653	+18%	+$48K	0.31%	67
2024 Q2	$245K	Sell	3,625 -7,038	-66%	-$443K	0.25%	80
2024 Q1	$642K	Buy	+10,663	New	+$610K	0.56%	54

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

Edge Financial Advisors's WMT Position: Q4 2025 in Review

Edge Financial Advisors reduced its Walmart Inc (WMT) stake by 3.2% in Q4 2025, selling an estimated $13K and leaving 3,610 shares worth $402K. The position accounts for 0.17% of the portfolio, ranked #102.

Edge Financial Advisors first reported a position in WMT in Q1 2024 and has held it in 8 quarters since. The position peaked at $642K in Q1 2024. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Edge Financial Advisors held 3,610 shares of Walmart Inc worth $402K as of Q4 2025.
Edge Financial Advisors sold 121 Walmart Inc shares in Q4 2025, an estimated $13K.
Walmart Inc made up 0.17% of Edge Financial Advisors's portfolio in Q4 2025, its #102 holding.
Edge Financial Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's Walmart Inc position peaked at $642K in Q1 2024.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.