Emerald Advisors’s Walmart Inc WMT Stock Holding History

Emerald 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 Q1	–	Sell	-2,386	Closed	-$216K	–	99
2024 Q4	$216K	Buy	+2,386	New	+$207K	0.03%	89
2021 Q2	–	Sell	-6,330	Closed	-$287K	–	100
2021 Q1	$287K	Buy	+6,330	New	+$293K	0.1%	70

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Emerald Advisors's WMT Position: Q1 2025 in Review

Emerald Advisors sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 2,386 shares — an estimated $216K sold.

Emerald Advisors first reported a position in WMT in Q1 2021 and held it in 2 quarters. The position peaked at $287K in Q1 2021. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Emerald Advisors reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
Emerald Advisors sold 2,386 Walmart Inc shares in Q1 2025, an estimated $216K.
Emerald Advisors first reported a position in Walmart Inc in Q1 2021 and held it in 2 quarters.
Emerald Advisors's Walmart Inc position peaked at $287K in Q1 2021.
3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Emerald Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.