Financial Advisors’s Walmart Inc WMT Stock Holding History

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 Q3	$358K	Hold	3,470	–	–	0.06%	60
2025 Q2	$339K	Hold	3,470	–	–	0.06%	61
2025 Q1	$305K	Sell	3,470 -453	-12%	-$42.5K	0.06%	63
2024 Q4	$354K	Hold	3,923	–	–	0.07%	57
2024 Q3	$317K	Hold	3,923	–	–	0.06%	62
2024 Q2	$266K	Sell	3,923 -453	-10%	-$28.5K	0.05%	61
2024 Q1	$263K	Buy	4,376 +5	+0.1%	+$286	0.05%	64
2023 Q4	$230K	Sell	4,371 -468	-10%	-$24.8K	0.05%	66
2023 Q3	$258K	Buy	4,839 +12	+0.2%	+$639	0.06%	61
2023 Q2	$253K	Hold	4,827	–	–	0.06%	65
2023 Q1	$237K	Hold	4,827	–	–	0.06%	65
2022 Q4	$228K	Sell	4,827 -96	-2%	-$4.56K	0.06%	69
2022 Q3	$215K	Buy	+4,923	New	+$216K	0.07%	66
2022 Q2	–	Sell	-4,923	Closed	-$244K	–	90
2022 Q1	$244K	Hold	4,923	–	–	0.08%	75
2021 Q4	$237K	Buy	4,923 +96	+2%	+$4.58K	0.07%	80
2021 Q3	$224K	Hold	4,827	–	–	0.08%	81
2021 Q2	$227K	Hold	4,827	–	–	0.08%	80
2021 Q1	$219K	Buy	4,827 +306	+7%	+$14.2K	0.09%	75
2020 Q4	$217K	Hold	4,521	–	–	0.1%	71
2020 Q3	$211K	Buy	+4,521	New	+$201K	0.11%	67

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Advisors's WMT Position: Q3 2025 in Review

Financial Advisors held its Walmart Inc (WMT) position steady in Q3 2025 at 3,470 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #60.

Financial Advisors first reported a position in WMT in Q3 2020 and has held it in 20 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

Financial Advisors held 3,470 shares of Walmart Inc worth $358K as of Q3 2025.
Financial Advisors left its Walmart Inc share count unchanged in Q3 2025.
Walmart Inc made up 0.06% of Financial Advisors's portfolio in Q3 2025, its #60 holding.
Financial Advisors first reported a position in Walmart Inc in Q3 2020 and has held it in 20 quarters since.
4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.