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Guerra Advisors’s Walmart Inc WMT Stock Holding History

Guerra 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 		$3.44M Buy
33,385
+4,717
+16% +$470K 1.27% 27
2025
Q2 		$2.8M Buy
28,668
+4,447
+18% +$424K 1.32% 23
2025
Q1 		$2.13M Buy
24,221
+12,604
+108% +$1.18M 1.19% 28
2024
Q4 		$1.05M Buy
+11,617
New +$1.01M 0.58% 37

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

Guerra Advisors's WMT Position: Q3 2025 in Review

Guerra Advisors increased its Walmart Inc (WMT) stake by 16% in Q3 2025, buying an estimated $470K and bringing the position to 33,385 shares worth $3.44M. The position accounts for 1.27% of the portfolio, ranked #27.

Guerra Advisors first reported a position in WMT in Q4 2024 and has held it in 4 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Guerra Advisors held 33,385 shares of Walmart Inc worth $3.44M as of Q3 2025.
  • Guerra Advisors bought 4,717 Walmart Inc shares in Q3 2025, an estimated $470K.
  • Walmart Inc made up 1.27% of Guerra Advisors's portfolio in Q3 2025, its #27 holding.
  • Guerra Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 4 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.