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Financial Counselors Inc’s Walmart Inc WMT Stock Holding History

Financial Counselors Inc’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 		– Sell
-868,691
Closed -$76.3M – 552
2025
Q1 		$76.3M Sell
868,691
-33,321
-4% -$3.13M 1.16% 14
2024
Q4 		$81.5M Sell
902,012
-31,500
-3% -$2.73M 1.19% 13
2024
Q3 		$75.4M Sell
933,512
-7,502
-0.8% -$551K 1.12% 14
2024
Q2 		$63.7M Buy
941,014
+12,604
+1% +$794K 1.03% 19
2024
Q1 		$55.9M Sell
928,410
-10,758
-1% -$616K 0.94% 24
2023
Q4 		$49.4M Sell
939,168
-33
-0% -$1.75K 0.88% 28
2023
Q3 		$50.1M Sell
939,201
-4,713
-0.5% -$251K 1% 21
2023
Q2 		$49.5M Sell
943,914
-2,592
-0.3% -$131K 1% 22
2023
Q1 		$46.5M Buy
946,506
+12,840
+1% +$609K 1% 20
2022
Q4 		$44.1M Buy
933,666
+13,500
+1% +$641K 0.99% 23
2022
Q3 		$39.8M Buy
920,166
+7,626
+0.8% +$334K 0.98% 21
2022
Q2 		$37M Buy
912,540
+74,937
+9% +$3.46M 0.86% 28
2022
Q1 		$41.6M Buy
837,603
+82,581
+11% +$3.88M 0.86% 25
2021
Q4 		$36.4M Sell
755,022
-18,189
-2% -$868K 0.75% 38
2021
Q3 		$35.9M Buy
773,211
+52,473
+7% +$2.53M 0.77% 31
2021
Q2 		$33.9M Buy
720,738
+8,124
+1% +$378K 0.74% 38
2021
Q1 		$32.3M Buy
712,614
+38,838
+6% +$1.8M 0.75% 36
2020
Q4 		$32.4M Buy
673,776
+13,113
+2% +$637K 0.81% 31
2020
Q3 		$30.8M Buy
660,663
+58,422
+10% +$2.6M 0.9% 28
2020
Q2 		$24M Sell
602,241
-46,062
-7% -$1.89M 0.77% 34
2020
Q1 		$24.6M Buy
648,303
+107,529
+20% +$4.14M 1.09% 20
2019
Q4 		$21.4M Buy
540,774
+5,058
+0.9% +$201K 0.76% 33
2019
Q3 		$21.2M Buy
535,716
+6,111
+1% +$231K 0.83% 28
2019
Q2 		$19.5M Buy
529,605
+6,411
+1% +$221K 0.79% 29
2019
Q1 		$17M Buy
523,194
+18,240
+4% +$591K 0.72% 39
2018
Q4 		$15.7M Buy
504,954
+31,473
+7% +$1.01M 0.77% 36
2018
Q3 		$14.8M Buy
473,481
+507
+0.1% +$15.5K 0.65% 44
2018
Q2 		$13.5M Buy
472,974
+73,524
+18% +$2.09M 0.62% 48
2018
Q1 		$11.8M Buy
399,450
+4,410
+1% +$142K 0.56% 54
2017
Q4 		$13M Sell
395,040
-51,087
-11% -$1.56M 0.6% 49
2017
Q3 		$11.6M Buy
446,127
+630
+0.1% +$16.5K 0.57% 59
2017
Q2 		$11.2M Sell
445,497
-9,921
-2% -$252K 0.56% 57
2017
Q1 		$10.9M Sell
455,418
-9,012
-2% -$207K 0.56% 53
2016
Q4 		$10.7M Buy
+464,430
New +$10.8M 0.57% 49
2016
Q2 		$10.5M Sell
432,243
-11,691
-3% -$271K 0.63% 36
2016
Q1 		$10.1M Buy
443,934
+9,588
+2% +$210K 0.63% 37
2015
Q4 		$8.88M Buy
434,346
+71,961
+20% +$1.44M 0.57% 48
2015
Q3 		$7.83M Buy
362,385
+39,660
+12% +$910K 0.54% 58
2015
Q2 		$7.63M Sell
322,725
-162,882
-34% -$4.15M 0.49% 65
2015
Q1 		$13.3M Buy
485,607
+21,519
+5% +$610K 0.83% 22
2014
Q4 		$13.3M Buy
464,088
+38,163
+9% +$1.03M 0.84% 24
2014
Q3 		$10.9M Buy
425,925
+26,508
+7% +$669K 0.76% 29
2014
Q2 		$9.99M Buy
399,417
+52,671
+15% +$1.35M 0.7% 33
2014
Q1 		$8.83M Buy
346,746
+16,926
+5% +$425K 0.64% 40
2013
Q4 		$8.65M Sell
329,820
-18,294
-5% -$472K 0.65% 40
2013
Q3 		$8.58M Buy
348,114
+5,577
+2% +$141K 0.71% 34
2013
Q2 		$8.51M Buy
+342,537
New +$8.78M 0.71% 37

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 $138M AUM 28.86% 1-Year Est. Return

Financial Counselors Inc's WMT Position: Q2 2025 in Review

Financial Counselors Inc sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 868,691 shares — an estimated $76.3M sold.

Financial Counselors Inc first reported a position in WMT in Q2 2013 and held it in 47 quarters. The position peaked at $81.5M in Q4 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Financial Counselors Inc reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 868,691 Walmart Inc shares in Q2 2025, an estimated $76.3M.
  • Financial Counselors Inc first reported a position in Walmart Inc in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's Walmart Inc position peaked at $81.5M in Q4 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.