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Indie Asset Partners’s Walmart Inc WMT Stock Holding History

Indie Asset Partners’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
-6,706
Closed -$589K – 105
2025
Q1 		$589K Sell
6,706
-570
-8% -$53.5K 0.51% 34
2024
Q4 		$657K Sell
7,276
-407
-5% -$35.3K 0.52% 33
2024
Q3 		$620K Buy
7,683
+8
+0.1% +$588 0.46% 37
2024
Q2 		$520K Buy
7,675
+906
+13% +$57.1K 0.41% 38
2024
Q1 		$407K Buy
6,769
+466
+7% +$26.7K 0.36% 45
2023
Q4 		$331K Hold
6,303
– – 0.3% 50
2023
Q3 		$336K Buy
6,303
+3
+0% +$160 0.34% 43
2023
Q2 		$330K Sell
6,300
-735
-10% -$37.1K 0.36% 45
2023
Q1 		$346K Sell
7,035
-600
-8% -$28.5K 0.4% 45
2022
Q4 		$361K Sell
7,635
-291
-4% -$13.8K 0.4% 48
2022
Q3 		$343K Buy
7,926
+150
+2% +$6.57K 0.35% 54
2022
Q2 		$315K Hold
7,776
– – 0.28% 64
2022
Q1 		$386K Hold
7,776
– – 0.29% 64
2021
Q4 		$375K Buy
7,776
+216
+3% +$10.3K 0.27% 75
2021
Q3 		$351K Hold
7,560
– – 0.28% 75
2021
Q2 		$355K Sell
7,560
-600
-7% -$27.9K 0.29% 72
2021
Q1 		$369K Sell
8,160
-195
-2% -$9.03K 0.42% 68
2020
Q4 		$401K Sell
8,355
-210
-2% -$10.2K 0.47% 55
2020
Q3 		$399K Sell
8,565
-108
-1% -$4.8K 0.5% 53
2020
Q2 		$381K Buy
8,673
+660
+8% +$27.1K 0.48% 55
2020
Q1 		$303K Sell
8,013
-666
-8% -$25.6K 0.38% 52
2019
Q4 		$344K Buy
+8,679
New +$345K 0.37% 52

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Indie Asset Partners's WMT Position: Q2 2025 in Review

Indie Asset Partners sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 6,706 shares — an estimated $589K sold.

Indie Asset Partners first reported a position in WMT in Q4 2019 and held it in 22 quarters. The position peaked at $657K in Q4 2024. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Indie Asset Partners reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Indie Asset Partners sold 6,706 Walmart Inc shares in Q2 2025, an estimated $589K.
  • Indie Asset Partners first reported a position in Walmart Inc in Q4 2019 and held it in 22 quarters.
  • Indie Asset Partners's Walmart Inc position peaked at $657K in Q4 2024.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.