Kessler Investment Group’s Walmart Inc WMT Stock Holding History

Kessler Investment Group’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	-6	Closed	-$587	–	209
2025 Q2	$587	Hold	6	–	–	﹤0.01%	195
2025 Q1	$527	Hold	6	–	–	﹤0.01%	199
2024 Q4	$542	Hold	6	–	–	﹤0.01%	166
2024 Q3	$485	Hold	6	–	–	﹤0.01%	170
2024 Q2	$406	Hold	6	–	–	﹤0.01%	177
2024 Q1	$361	Hold	6	–	–	﹤0.01%	171
2023 Q4	$315	Hold	6	–	–	﹤0.01%	152
2023 Q3	$320	Hold	6	–	–	﹤0.01%	148
2023 Q2	$314	Hold	6	–	–	﹤0.01%	157
2023 Q1	$295	Hold	6	–	–	﹤0.01%	165
2022 Q4	$0	Sell	6 -873	-99%	-$41.5K	﹤0.01%	192
2022 Q3	$38K	Buy	879 +3	+0.3%	+$131	0.03%	102
2022 Q2	$36K	Sell	876 -2,751	-76%	-$127K	0.03%	96
2022 Q1	$180K	Sell	3,627 -684	-16%	-$32.1K	0.1%	78
2021 Q4	$208K	Sell	4,311 -69,435	-94%	-$3.31M	0.12%	75
2021 Q3	$3.43M	Sell	73,746 -3,024	-4%	-$146K	2.43%	15
2021 Q2	$3.61M	Buy	76,770 +5,736	+8%	+$267K	2.87%	13
2021 Q1	$3.22M	Buy	71,034 +1,557	+2%	+$72.1K	4.24%	9
2020 Q4	$3.34M	Sell	69,477 -528	-0.8%	-$25.6K	3.58%	9
2020 Q3	$3.27M	Buy	+70,005	New	+$3.11M	3.66%	8

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kessler Investment Group's WMT Position: Q3 2025 in Review

Kessler Investment Group sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 6 shares — an estimated $587 sold.

Kessler Investment Group first reported a position in WMT in Q3 2020 and held it in 20 quarters. The position peaked at $3.61M in Q2 2021. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

Kessler Investment Group reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 6 Walmart Inc shares in Q3 2025, an estimated $587.
Kessler Investment Group first reported a position in Walmart Inc in Q3 2020 and held it in 20 quarters.
Kessler Investment Group's Walmart Inc position peaked at $3.61M in Q2 2021.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.