FSC Wealth Advisors’s Walmart Inc WMT Stock Holding History

FSC Wealth 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 Q2	–	Sell	-600	Closed	-$52.7K	–	259
2025 Q1	$52.7K	Sell	600 -300	-33%	-$28.1K	0.03%	108
2024 Q4	$81.3K	Buy	900 +25	+3%	+$2.17K	0.05%	92
2024 Q3	$70.7K	Buy	875 +275	+46%	+$20.2K	0.05%	102
2024 Q2	$40.6K	Hold	600	–	–	0.03%	115
2024 Q1	$36.1K	Hold	600	–	–	0.03%	120
2023 Q4	$31.5K	Hold	600	–	–	0.02%	129
2023 Q3	$32K	Hold	600	–	–	0.03%	101
2023 Q2	$31.4K	Hold	600	–	–	0.03%	99
2023 Q1	$29.5K	Buy	+600	New	+$28.5K	0.05%	78
2022 Q3	–	Sell	-2,631	Closed	-$107K	–	209
2022 Q2	$107K	Sell	2,631 -9	-0.3%	-$415	0.95%	25
2022 Q1	$131K	Hold	2,640	–	–	0.12%	34
2021 Q4	$127K	Buy	+2,640	New	+$126K	0.09%	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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

FSC Wealth Advisors's WMT Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 600 shares — an estimated $52.7K sold.

FSC Wealth Advisors first reported a position in WMT in Q4 2021 and held it in 12 quarters. The position peaked at $131K in Q1 2022. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

FSC Wealth Advisors reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 600 Walmart Inc shares in Q2 2025, an estimated $52.7K.
FSC Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and held it in 12 quarters.
FSC Wealth Advisors's Walmart Inc position peaked at $131K in Q1 2022.
3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.