FSA Wealth Management’s Walmart Inc WMT Stock Holding History

FSA 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 Q3	$87.7K	Hold	851	–	–	0.03%	104
2025 Q2	$83.2K	Buy	851 +1	+0.1%	+$95	0.03%	104
2025 Q1	$74.7K	Sell	850 -177	-17%	-$16.6K	0.03%	110
2024 Q4	$92.8K	Sell	1,027 -356	-26%	-$30.9K	0.04%	96
2024 Q3	$112K	Buy	+1,383	New	+$102K	0.04%	84
2024 Q1	$31.7K	Buy	526 +79	+18%	+$4.52K	0.01%	202
2023 Q4	$23K	Buy	+447	New	+$23.7K	0.01%	215
2021 Q1	–	Sell	-1,353	Closed	-$65K	–	243
2020 Q4	$65K	Buy	+1,353	New	+$65.7K	0.03%	105
2020 Q3	–	Sell	-1,353	Closed	-$54K	–	362
2020 Q2	$54K	Buy	1,353 +15	+1%	+$617	0.04%	114
2020 Q1	$51K	Hold	1,338	–	–	0.04%	106
2019 Q4	$53K	Buy	+1,338	New	+$53.1K	0.04%	125

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 Wealth Management's WMT Position: Q3 2025 in Review

FSA Wealth Management held its Walmart Inc (WMT) position steady in Q3 2025 at 851 shares worth $87.7K. The position accounts for 0.03% of the portfolio, ranked #104.

FSA Wealth Management first reported a position in WMT in Q4 2019 and has held it in 11 quarters since. The position peaked at $112K in Q3 2024. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

FSA Wealth Management held 851 shares of Walmart Inc worth $87.7K as of Q3 2025.
FSA Wealth Management left its Walmart Inc share count unchanged in Q3 2025.
Walmart Inc made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #104 holding.
FSA Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Walmart Inc position peaked at $112K in Q3 2024.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.