Guidance Point Advisors’s Walmart Inc WMT Stock Holding History

Guidance Point 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 Q4	–	Sell	-2,022	Closed	-$209K	–	100
2025 Q3	$209K	Buy	+2,022	New	+$201K	0.05%	94
2021 Q4	–	Sell	-648	Closed	-$30K	–	411
2021 Q3	$30K	Buy	+648	New	+$31.2K	0.01%	186

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Guidance Point Advisors's WMT Position: Q4 2025 in Review

Guidance Point Advisors sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 2,022 shares — an estimated $209K sold.

Guidance Point Advisors first reported a position in WMT in Q3 2021 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Guidance Point Advisors reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Guidance Point Advisors sold 2,022 Walmart Inc shares in Q4 2025, an estimated $209K.
Guidance Point Advisors first reported a position in Walmart Inc in Q3 2021 and held it in 2 quarters.
Guidance Point Advisors's Walmart Inc position peaked at $209K in Q3 2025.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Guidance Point Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.