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EnRich Financial Partners’s Walmart Inc WMT Stock Holding History

EnRich Financial Partners’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
-102
Closed -$9.23K – 212
2024
Q4 		$9.23K Hold
102
– – ﹤0.01% 179
2024
Q3 		$8.25K Hold
102
– – ﹤0.01% 182
2024
Q2 		$6.9K Buy
102
+1
+1% +$63 ﹤0.01% 190
2024
Q1 		$6.09K Buy
+101
New +$5.78K ﹤0.01% 175

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EnRich Financial Partners's WMT Position: Q1 2025 in Review

EnRich Financial Partners sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 102 shares — an estimated $9.23K sold.

EnRich Financial Partners first reported a position in WMT in Q1 2024 and held it in 4 quarters. The position peaked at $9.23K in Q4 2024. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • EnRich Financial Partners reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 102 Walmart Inc shares in Q1 2025, an estimated $9.23K.
  • EnRich Financial Partners first reported a position in Walmart Inc in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Walmart Inc position peaked at $9.23K in Q4 2024.
  • 3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.