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Freedom Investment Management’s Walmart Inc WMT Stock Holding History

Freedom Investment 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
Q3 		– Sell
-23,029
Closed -$2.25M – 714
2025
Q2 		$2.25M Sell
23,029
-1,249
-5% -$119K 0.18% 92
2025
Q1 		$2.13M Buy
24,278
+961
+4% +$90.2K 0.18% 97
2024
Q4 		$2.11M Sell
23,317
-206
-0.9% -$17.9K 0.18% 97
2024
Q3 		$1.9M Sell
23,523
-928
-4% -$68.2K 0.15% 125
2024
Q2 		$1.66M Buy
24,451
+4,610
+23% +$290K 0.14% 141
2024
Q1 		$1.19M Buy
19,841
+929
+5% +$53.2K 0.1% 206
2023
Q4 		$994K Sell
18,912
-960
-5% -$50.8K 0.08% 250
2023
Q3 		$1.06M Buy
19,872
+4,620
+30% +$246K 0.13% 188
2023
Q2 		$799K Buy
15,252
+4,677
+44% +$236K 0.09% 292
2023
Q1 		$520K Sell
10,575
-3,015
-22% -$143K 0.06% 394
2022
Q4 		$642K Sell
13,590
-3,888
-22% -$185K 0.07% 339
2022
Q3 		$756K Buy
17,478
+2,151
+14% +$94.2K 0.09% 299
2022
Q2 		$621K Sell
15,327
-435
-3% -$20.1K 0.07% 371
2022
Q1 		$782K Sell
15,762
-981
-6% -$46.1K 0.07% 349
2021
Q4 		$808K Sell
16,743
-3,825
-19% -$183K 0.06% 409
2021
Q3 		$956K Sell
20,568
-11,391
-36% -$549K 0.07% 328
2021
Q2 		$1.5M Sell
31,959
-2,451
-7% -$114K 0.11% 225
2021
Q1 		$1.56M Buy
34,410
+4,290
+14% +$199K 0.12% 205
2020
Q4 		$1.45M Buy
30,120
+1,563
+5% +$75.9K 0.16% 139
2020
Q3 		$1.33M Buy
28,557
+18
+0.1% +$800 0.15% 141
2020
Q2 		$1.14M Sell
28,539
-5,154
-15% -$212K 0.12% 149
2020
Q1 		$1.31M Buy
33,693
+8,316
+33% +$320K 0.12% 164
2019
Q4 		$1M Sell
25,377
-27
-0.1% -$1.07K 0.09% 203
2019
Q3 		$1M Sell
25,404
-924
-4% -$34.9K 0.09% 211
2019
Q2 		$970K Sell
26,328
-4,119
-14% -$142K 0.08% 226
2019
Q1 		$990K Sell
30,447
-2,520
-8% -$81.7K 0.08% 239
2018
Q4 		$1.02M Sell
32,967
-8,859
-21% -$284K 0.08% 262
2018
Q3 		$1.33M Sell
41,826
-2,826
-6% -$86.4K 0.08% 245
2018
Q2 		$1.27M Sell
44,652
-12,531
-22% -$356K 0.08% 281
2018
Q1 		$1.7M Sell
57,183
-5,640
-9% -$181K 0.09% 215
2017
Q4 		$2.07M Buy
62,823
+567
+0.9% +$17.3K 0.11% 150
2017
Q3 		$1.62M Buy
62,256
+2,616
+4% +$68.6K 0.09% 190
2017
Q2 		$1.5M Buy
59,640
+15,960
+37% +$405K 0.09% 186
2017
Q1 		$1.05M Sell
43,680
-8,181
-16% -$188K 0.06% 281
2016
Q4 		$1.2M Buy
51,861
+17,544
+51% +$409K 0.08% 202
2016
Q3 		$825K Buy
34,317
+11,088
+48% +$269K 0.05% 296
2016
Q2 		$565K Buy
23,229
+2,190
+10% +$50.7K 0.04% 379
2016
Q1 		$480K Buy
21,039
+2,691
+15% +$59K 0.03% 410
2015
Q4 		$375K Sell
18,348
-27,066
-60% -$543K 0.03% 487
2015
Q3 		$128K Buy
45,414
+32,223
+244% +$739K 0.01% 645
2015
Q2 		$312K Buy
13,191
+3,078
+30% +$78.5K 0.03% 481
2015
Q1 		$277K Buy
10,113
+927
+10% +$26.3K 0.03% 499
2014
Q4 		$263K Buy
+9,186
New +$248K 0.03% 460
2014
Q2 		– Sell
-7,857
Closed -$200K – 523
2014
Q1 		$200K Sell
7,857
-582
-7% -$14.6K 0.04% 403
2013
Q4 		$221K Buy
8,439
+195
+2% +$5.04K 0.05% 363
2013
Q3 		$203K Buy
8,244
+12
+0.1% +$303 0.06% 332
2013
Q2 		$204K Buy
+8,232
New +$211K 0.07% 280

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Freedom Investment Management's WMT Position: Q3 2025 in Review

Freedom Investment Management sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 23,029 shares — an estimated $2.25M sold.

Freedom Investment Management first reported a position in WMT in Q2 2013 and held it in 47 quarters. The position peaked at $2.25M in Q2 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Freedom Investment Management reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 23,029 Walmart Inc shares in Q3 2025, an estimated $2.25M.
  • Freedom Investment Management first reported a position in Walmart Inc in Q2 2013 and held it in 47 quarters.
  • Freedom Investment Management's Walmart Inc position peaked at $2.25M in Q2 2025.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.