Jacobson & Schmitt Advisors’s Walmart Inc WMT Stock Holding History

Jacobson & Schmitt 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	-2,145	Closed	-$221K	–	86
2025 Q3	$221K	Buy	+2,145	New	+$214K	0.04%	82

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

Jacobson & Schmitt Advisors's WMT Position: Q4 2025 in Review

Jacobson & Schmitt Advisors sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 2,145 shares — an estimated $221K sold.

Jacobson & Schmitt Advisors first reported a position in WMT in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Jacobson & Schmitt Advisors reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 2,145 Walmart Inc shares in Q4 2025, an estimated $221K.
Jacobson & Schmitt Advisors first reported a position in Walmart Inc in Q3 2025 and held it in 1 quarter.
Jacobson & Schmitt Advisors's Walmart Inc position peaked at $221K in Q3 2025.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.