Forest Avenue Capital Management’s Walmart Inc WMT Stock Holding History

Forest Avenue 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 Q1	–	Sell	-586,153	Closed	-$53M	–	25
2024 Q4	$53M	Buy	+586,153	New	+$50.9M	4.84%	8
2024 Q3	–	Sell	-663,427	Closed	-$44.9M	–	27
2024 Q2	$44.9M	Buy	663,427 +283,527	+75%	+$17.9M	6.22%	5
2024 Q1	$22.9M	Buy	+379,900	New	+$21.7M	5.61%	9

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

Forest Avenue Capital Management's WMT Position: Q1 2025 in Review

Forest Avenue Capital Management sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 586,153 shares — an estimated $53M sold.

Forest Avenue Capital Management first reported a position in WMT in Q1 2024 and held it in 3 quarters. The position peaked at $53M in Q4 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Forest Avenue Capital Management reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
Forest Avenue Capital Management sold 586,153 Walmart Inc shares in Q1 2025, an estimated $53M.
Forest Avenue Capital Management first reported a position in Walmart Inc in Q1 2024 and held it in 3 quarters.
Forest Avenue Capital Management's Walmart Inc position peaked at $53M in Q4 2024.
3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Forest Avenue Capital Management's 13F filing for Q1 2025, filed 14 May 2025.