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FullCircle Wealth’s Walmart Inc WMT Stock Holding History

FullCircle Wealth’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 		$1.71M Sell
16,737
-228
-1% -$22.7K 0.6% 44
2025
Q2 		$1.69M Sell
16,965
-3,496
-17% -$333K 0.63% 44
2025
Q1 		$1.95M Buy
20,461
+12
+0.1% +$1.13K 0.8% 31
2024
Q4 		$2.15M Sell
20,449
-1,475
-7% -$128K 0.88% 31
2024
Q3 		$1.81M Sell
21,924
-2,687
-11% -$197K 0.81% 30
2024
Q2 		$1.74M Buy
+24,611
New +$1.55M 0.85% 27

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

FullCircle Wealth's WMT Position: Q3 2025 in Review

FullCircle Wealth reduced its Walmart Inc (WMT) stake by 1.3% in Q3 2025, selling an estimated $22.7K and leaving 16,737 shares worth $1.71M. The position accounts for 0.6% of the portfolio, ranked #44.

FullCircle Wealth first reported a position in WMT in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q4 2024. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • FullCircle Wealth held 16,737 shares of Walmart Inc worth $1.71M as of Q3 2025.
  • FullCircle Wealth sold 228 Walmart Inc shares in Q3 2025, an estimated $22.7K.
  • Walmart Inc made up 0.6% of FullCircle Wealth's portfolio in Q3 2025, its #44 holding.
  • FullCircle Wealth first reported a position in Walmart Inc in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Walmart Inc position peaked at $2.15M in Q4 2024.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.