FSA Advisors’s Walmart Inc WMT Stock Holding History

FSA Advisors’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	-2,762	Closed	-$270K	–	197
2025 Q2	$270K	Sell	2,762 -807	-23%	-$76.9K	0.22%	134
2025 Q1	$313K	Buy	3,569 +239	+7%	+$22.4K	0.25%	123
2024 Q4	$296K	Buy	+3,330	New	+$289K	0.36%	98

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FSA Advisors's WMT Position: Q3 2025 in Review

FSA Advisors sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 2,762 shares — an estimated $270K sold.

FSA Advisors first reported a position in WMT in Q4 2024 and held it in 3 quarters. The position peaked at $313K in Q1 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

FSA Advisors reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
FSA Advisors sold 2,762 Walmart Inc shares in Q3 2025, an estimated $270K.
FSA Advisors first reported a position in Walmart Inc in Q4 2024 and held it in 3 quarters.
FSA Advisors's Walmart Inc position peaked at $313K in Q1 2025.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on FSA Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.