Financial Network Wealth Management’s Walmart Inc WMT Stock Holding History

Financial Network Wealth 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 Q1	$103K	Buy	+1,176	New	+$110K	0.04%	165
2023 Q1	–	Sell	-5,490	Closed	-$259K	–	106
2022 Q4	$259K	Buy	5,490 +72	+1%	+$3.42K	0.14%	86
2022 Q3	$234K	Sell	5,418 -114	-2%	-$4.99K	0.15%	80
2022 Q2	$224K	Sell	5,532 -540	-9%	-$24.9K	0.13%	83
2022 Q1	$301K	Sell	6,072 -138	-2%	-$6.48K	0.16%	81
2021 Q4	$300K	Sell	6,210 -57	-0.9%	-$2.72K	0.15%	83
2021 Q3	$291K	Hold	6,267	–	–	0.17%	82
2021 Q2	$295K	Hold	6,267	–	–	0.17%	79
2021 Q1	$284K	Buy	6,267 +600	+11%	+$27.8K	0.19%	79
2020 Q4	$272K	Buy	+5,667	New	+$275K	0.21%	71

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

Financial Network Wealth Management's WMT Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Walmart Inc (WMT) in Q1 2025: 1,176 shares worth $103K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings. This is a return to the name: Financial Network Wealth Management previously reported a position in WMT as recently as Q4 2022.

Financial Network Wealth Management first reported a position in WMT in Q4 2020 and has held it in 10 quarters since. The position peaked at $301K in Q1 2022. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Financial Network Wealth Management held 1,176 shares of Walmart Inc worth $103K as of Q1 2025.
Walmart Inc was a new Financial Network Wealth Management position in Q1 2025.
Walmart Inc made up 0.04% of Financial Network Wealth Management's portfolio in Q1 2025, its #165 holding.
Financial Network Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 10 quarters since.
Financial Network Wealth Management's Walmart Inc position peaked at $301K in Q1 2022.
3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.