FineMark National Bank & Trust’s Walmart Inc WMT Stock Holding History

FineMark National Bank & Trust’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 Q4	$16.5M	Sell	147,983 -3,739	-2%	-$401K	0.51%	51
2025 Q3	$15.6M	Sell	151,722 -10,981	-7%	-$1.09M	0.51%	50
2025 Q2	$15.9M	Sell	162,703 -6,477	-4%	-$617K	0.54%	49
2025 Q1	$14.9M	Sell	169,180 -89,584	-35%	-$8.4M	0.54%	56
2024 Q4	$23.4M	Sell	258,764 -7,589	-3%	-$659K	0.82%	25
2024 Q3	$21.5M	Sell	266,353 -23,178	-8%	-$1.7M	0.75%	29
2024 Q2	$19.6M	Sell	289,531 -4,336	-1%	-$273K	0.72%	29
2024 Q1	$17.7M	Buy	293,867 +2,009	+0.7%	+$115K	0.66%	33
2023 Q4	$15.3M	Sell	291,858 -855	-0.3%	-$45.2K	0.63%	36
2023 Q3	$15.6M	Buy	292,713 +741	+0.3%	+$39.4K	0.68%	32
2023 Q2	$15.3M	Sell	291,972 -2,025	-0.7%	-$102K	0.63%	39
2023 Q1	$14.4M	Buy	293,997 +11,271	+4%	+$535K	0.62%	41
2022 Q4	$13.4M	Sell	282,726 -4,026	-1%	-$191K	0.6%	42
2022 Q3	$12.4M	Sell	286,752 -3,501	-1%	-$153K	0.59%	39
2022 Q2	$11.8M	Buy	290,253 +9,150	+3%	+$422K	0.52%	45
2022 Q1	$14M	Buy	281,103 +7,602	+3%	+$357K	0.55%	41
2021 Q4	$13.2M	Sell	273,501 -8,016	-3%	-$383K	0.5%	45
2021 Q3	$13.1M	Buy	281,517 +1,398	+0.5%	+$67.4K	0.55%	43
2021 Q2	$13.2M	Buy	280,119 +1,362	+0.5%	+$63.4K	0.54%	43
2021 Q1	$12.6M	Buy	278,757 +8,652	+3%	+$401K	0.53%	43
2020 Q4	$13M	Sell	270,105 -10,416	-4%	-$506K	0.58%	40
2020 Q3	$13.1M	Sell	280,521 -849	-0.3%	-$37.7K	0.63%	34
2020 Q2	$11.2M	Buy	281,370 +11,382	+4%	+$468K	0.62%	39
2020 Q1	$10.2M	Sell	269,988 -22,998	-8%	-$885K	0.64%	36
2019 Q4	$11.6M	Sell	292,986 -30,732	-9%	-$1.22M	0.58%	45
2019 Q3	$12.8M	Buy	323,718 +8,712	+3%	+$329K	0.68%	33
2019 Q2	$11.6M	Buy	315,006 +20,454	+7%	+$705K	0.65%	36
2019 Q1	$9.58M	Buy	294,552 +1,977	+0.7%	+$64.1K	0.56%	44
2018 Q4	$9.08M	Buy	292,575 +18,582	+7%	+$596K	0.62%	38
2018 Q3	$8.58M	Sell	273,993 -59,958	-18%	-$1.83M	0.52%	44
2018 Q2	$9.53M	Buy	333,951 +11,538	+4%	+$328K	0.58%	37
2018 Q1	$9.56M	Buy	322,413 +17,529	+6%	+$564K	0.61%	38
2017 Q4	$10M	Buy	304,884 +26,781	+10%	+$819K	0.64%	36
2017 Q3	$7.24M	Buy	278,103 +21,177	+8%	+$556K	0.48%	46
2017 Q2	$6.48M	Buy	256,926 +66,864	+35%	+$1.7M	0.47%	49
2017 Q1	$4.57M	Buy	190,062 +154,662	+437%	+$3.56M	0.33%	82
2016 Q4	$815K	Buy	35,400 +1,536	+5%	+$35.9K	0.07%	165
2016 Q3	$814K	Sell	33,864 -3,636	-10%	-$88.2K	0.09%	162
2016 Q2	$913K	Buy	37,500 +381	+1%	+$8.82K	0.1%	154
2016 Q1	$848K	Sell	37,119 -7,956	-18%	-$174K	0.1%	150
2015 Q4	$921K	Buy	45,075 +4,149	+10%	+$83.2K	0.11%	147
2015 Q3	$885K	Sell	40,926 -21,720	-35%	-$498K	0.12%	147
2015 Q2	$1.48M	Sell	62,646 -6,579	-10%	-$168K	0.19%	123
2015 Q1	$1.9M	Sell	69,225 -7,497	-10%	-$213K	0.26%	104
2014 Q4	$2.2M	Buy	76,722 +4,509	+6%	+$122K	0.32%	84
2014 Q3	$1.84M	Sell	72,213 -5,202	-7%	-$131K	0.29%	92
2014 Q2	$1.94M	Sell	77,415 -3,831	-5%	-$98.4K	0.33%	83
2014 Q1	$2.07M	Buy	81,246 +8,148	+11%	+$205K	0.39%	62
2013 Q4	$1.92M	Buy	73,098 +2,400	+3%	+$62K	0.4%	64
2013 Q3	$1.74M	Buy	70,698 +3,063	+5%	+$77.2K	0.43%	55
2013 Q2	$1.68M	Buy	+67,635	New	+$1.73M	0.51%	46

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

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FineMark National Bank & Trust's WMT Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Walmart Inc (WMT) stake by 2.5% in Q4 2025, selling an estimated $401K and leaving 147,983 shares worth $16.5M. The position accounts for 0.51% of the portfolio, ranked #51.

FineMark National Bank & Trust first reported a position in WMT in Q2 2013 and has held it in 51 quarters since. The position peaked at $23.4M in Q4 2024. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

FineMark National Bank & Trust held 147,983 shares of Walmart Inc worth $16.5M as of Q4 2025.
FineMark National Bank & Trust sold 3,739 Walmart Inc shares in Q4 2025, an estimated $401K.
Walmart Inc made up 0.51% of FineMark National Bank & Trust's portfolio in Q4 2025, its #51 holding.
FineMark National Bank & Trust first reported a position in Walmart Inc in Q2 2013 and has held it in 51 quarters since.
FineMark National Bank & Trust's Walmart Inc position peaked at $23.4M in Q4 2024.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.