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Goodwin Investment Advisory’s Walmart Inc WMT Stock Holding History

Goodwin Investment Advisory’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
-2,365
Closed -$231K – 30
2025
Q2 		$231K Buy
+2,365
New +$225K 0.27% 22
2022
Q2 		– Sell
-714
Closed -$35K – 235
2022
Q1 		$35K Sell
714
-279
-28% -$13.1K 0.02% 101
2021
Q4 		$48K Hold
993
– – 0.04% 79
2021
Q3 		$46K Sell
993
-843
-46% -$40.6K 0.04% 74
2021
Q2 		$115K Buy
1,836
+816
+80% +$38K 0.13% 37
2021
Q1 		$46K Buy
+1,020
New +$47.2K 0.05% 79

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

Goodwin Investment Advisory's WMT Position: Q3 2025 in Review

Goodwin Investment Advisory sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 2,365 shares — an estimated $231K sold.

Goodwin Investment Advisory first reported a position in WMT in Q1 2021 and held it in 6 quarters. The position peaked at $231K in Q2 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Goodwin Investment Advisory reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Goodwin Investment Advisory sold 2,365 Walmart Inc shares in Q3 2025, an estimated $231K.
  • Goodwin Investment Advisory first reported a position in Walmart Inc in Q1 2021 and held it in 6 quarters.
  • Goodwin Investment Advisory's Walmart Inc position peaked at $231K in Q2 2025.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Goodwin Investment Advisory's 13F filing for Q3 2025, filed 5 Nov 2025.