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EFG Asset Management (Americas)’s Walmart Inc WMT Stock Holding History

EFG Asset Management (Americas)’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 		$5.58M Sell
54,143
-5,981
-10% -$595K 0.96% 31
2025
Q2 		$5.88M Sell
60,124
-4,715
-7% -$449K 1.08% 28
2025
Q1 		$5.69M Buy
64,839
+1,234
+2% +$116K 1.15% 28
2024
Q4 		$5.75M Sell
63,605
-39,215
-38% -$3.4M 1.12% 29
2024
Q3 		$8.3M Sell
102,820
-5,663
-5% -$416K 1.62% 17
2024
Q2 		$7.35M Buy
108,483
+31,122
+40% +$1.96M 1.44% 22
2024
Q1 		$4.65M Sell
77,361
-29,565
-28% -$1.69M 1.42% 24
2023
Q4 		$5.62M Sell
106,926
-7,101
-6% -$376K 1.21% 28
2023
Q3 		$6.08M Buy
114,027
+24
+0% +$1.28K 1.46% 19
2023
Q2 		$5.97M Sell
114,003
-2,901
-2% -$146K 1.38% 21
2023
Q1 		$5.75M Buy
116,904
+20,430
+21% +$970K 1.37% 24
2022
Q4 		$4.56M Sell
96,474
-3,198
-3% -$152K 1.13% 31
2022
Q3 		$4.33M Buy
99,672
+19,875
+25% +$871K 1.09% 30
2022
Q2 		$3.25M Buy
+79,797
New +$3.68M 0.77% 41

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

EFG Asset Management (Americas)'s WMT Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Walmart Inc (WMT) stake by 9.9% in Q3 2025, selling an estimated $595K and leaving 54,143 shares worth $5.58M. The position accounts for 0.96% of the portfolio, ranked #31.

EFG Asset Management (Americas) first reported a position in WMT in Q2 2022 and has held it in 14 quarters since. The position peaked at $8.3M in Q3 2024. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • EFG Asset Management (Americas) held 54,143 shares of Walmart Inc worth $5.58M as of Q3 2025.
  • EFG Asset Management (Americas) sold 5,981 Walmart Inc shares in Q3 2025, an estimated $595K.
  • Walmart Inc made up 0.96% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #31 holding.
  • EFG Asset Management (Americas) first reported a position in Walmart Inc in Q2 2022 and has held it in 14 quarters since.
  • EFG Asset Management (Americas)'s Walmart Inc position peaked at $8.3M in Q3 2024.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.