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Exchange Capital Management’s Walmart Inc WMT Stock Holding History

Exchange Capital Management’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
Q2 		$590K Buy
6,034
+174
+3% +$16.6K 0.09% 156
2025
Q1 		$514K Buy
5,860
+31
+0.5% +$2.91K 0.08% 159
2024
Q4 		$527K Sell
5,829
-573
-9% -$49.7K 0.08% 151
2024
Q3 		$517K Buy
6,402
+252
+4% +$18.5K 0.08% 150
2024
Q2 		$416K Sell
6,150
-85
-1% -$5.35K 0.07% 158
2024
Q1 		$375K Buy
6,235
+175
+3% +$10K 0.06% 163
2023
Q4 		$319K Buy
6,060
+18
+0.3% +$952 0.06% 160
2023
Q3 		$322K Sell
6,042
-210
-3% -$11.2K 0.06% 157
2023
Q2 		$328K Hold
6,252
– – 0.06% 152
2023
Q1 		$307K Sell
6,252
-354
-5% -$16.8K 0.06% 152
2022
Q4 		$312K Sell
6,606
-150
-2% -$7.12K 0.07% 145
2022
Q3 		$292K Sell
6,756
-606
-8% -$26.5K 0.07% 146
2022
Q2 		$298K Buy
7,362
+303
+4% +$14K 0.07% 146
2022
Q1 		$350K Hold
7,059
– – 0.07% 146
2021
Q4 		$340K Sell
7,059
-174
-2% -$8.31K 0.06% 149
2021
Q3 		$336K Buy
7,233
+480
+7% +$23.1K 0.07% 148
2021
Q2 		$317K Sell
6,753
-87
-1% -$4.05K 0.06% 149
2021
Q1 		$310K Hold
6,840
– – 0.06% 149
2020
Q4 		$329K Sell
6,840
-2,715
-28% -$132K 0.07% 142
2020
Q3 		$446K Sell
9,555
-90
-0.9% -$4K 0.11% 136
2020
Q2 		$385K Sell
9,645
-240
-2% -$9.87K 0.11% 135
2020
Q1 		$374K Sell
9,885
-10,410
-51% -$400K 0.12% 126
2019
Q4 		$804K Sell
20,295
-2,475
-11% -$98.3K 0.21% 101
2019
Q3 		$901K Sell
22,770
-3,651
-14% -$138K 0.24% 92
2019
Q2 		$973K Sell
26,421
-4,116
-13% -$142K 0.26% 91
2019
Q1 		$993K Sell
30,537
-4,320
-12% -$140K 0.28% 95
2018
Q4 		$1.08M Sell
34,857
-6,285
-15% -$202K 0.35% 87
2018
Q3 		$1.29M Sell
41,142
-1,023
-2% -$31.3K 0.37% 77
2018
Q2 		$1.2M Buy
42,165
+11,967
+40% +$340K 0.36% 79
2018
Q1 		$896K Buy
30,198
+5,460
+22% +$176K 0.28% 88
2017
Q4 		$814K Buy
24,738
+17,751
+254% +$543K 0.26% 90
2017
Q3 		$182K Buy
6,987
+90
+1% +$2.36K 0.06% 119
2017
Q2 		$174K Sell
6,897
-8,103
-54% -$206K 0.06% 109
2017
Q1 		$360K Sell
15,000
-14,472
-49% -$333K 0.13% 80
2016
Q4 		$679K Sell
29,472
-7,464
-20% -$174K 0.26% 64
2016
Q3 		$888K Sell
36,936
-3,666
-9% -$88.9K 0.35% 65
2016
Q2 		$988K Sell
40,602
-28,575
-41% -$661K 0.4% 63
2016
Q1 		$1.58M Sell
69,177
-21,246
-23% -$466K 0.68% 46
2015
Q4 		$1.85M Buy
90,423
+4,497
+5% +$90.2K 0.78% 47
2015
Q3 		$1.86M Buy
85,926
+1,191
+1% +$27.3K 0.86% 44
2015
Q2 		$2M Buy
+84,735
New +$2.16M 0.82% 51
2015
Q1 		– Sell
-66
Closed -$2K – 307
2014
Q4 		$2K Buy
+66
New +$1.78K ﹤0.01% 300
2014
Q1 		– Sell
-405
Closed -$11K – 253
2013
Q4 		$11K Sell
405
-660
-62% -$17K 0.01% 147
2013
Q3 		$26K Buy
+1,065
New +$26.8K 0.01% 99

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Exchange Capital Management's WMT Position: Q2 2025 in Review

Exchange Capital Management increased its Walmart Inc (WMT) stake by 3% in Q2 2025, buying an estimated $16.6K and bringing the position to 6,034 shares worth $590K. The position accounts for 0.09% of the portfolio, ranked #156.

Exchange Capital Management first reported a position in WMT in Q3 2013 and has held it in 44 quarters since. The position peaked at $2M in Q2 2015. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Exchange Capital Management held 6,034 shares of Walmart Inc worth $590K as of Q2 2025.
  • Exchange Capital Management bought 174 Walmart Inc shares in Q2 2025, an estimated $16.6K.
  • Walmart Inc made up 0.09% of Exchange Capital Management's portfolio in Q2 2025, its #156 holding.
  • Exchange Capital Management first reported a position in Walmart Inc in Q3 2013 and has held it in 44 quarters since.
  • Exchange Capital Management's Walmart Inc position peaked at $2M in Q2 2015.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.