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Leibman Financial Services’s Walmart Inc WMT Stock Holding History

Leibman Financial Services’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
-2,559
Closed -$250K – 53
2025
Q2 		$250K Sell
2,559
-5,419
-68% -$516K 0.19% 46
2025
Q1 		$700K Sell
7,978
-1,987
-20% -$186K 0.54% 41
2024
Q4 		$900K Sell
9,965
-932
-9% -$80.9K 0.66% 43
2024
Q3 		$880K Sell
10,897
-285
-3% -$20.9K 0.62% 38
2024
Q2 		$757K Hold
11,182
– – 0.56% 40
2024
Q1 		$673K Buy
11,182
+1
+0% +$57 0.52% 39
2023
Q4 		$588K Buy
+11,181
New +$592K 0.49% 40

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

Leibman Financial Services's WMT Position: Q3 2025 in Review

Leibman Financial Services sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 2,559 shares — an estimated $250K sold.

Leibman Financial Services first reported a position in WMT in Q4 2023 and held it in 7 quarters. The position peaked at $900K in Q4 2024. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Leibman Financial Services reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Leibman Financial Services sold 2,559 Walmart Inc shares in Q3 2025, an estimated $250K.
  • Leibman Financial Services first reported a position in Walmart Inc in Q4 2023 and held it in 7 quarters.
  • Leibman Financial Services's Walmart Inc position peaked at $900K in Q4 2024.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Leibman Financial Services's 13F filing for Q3 2025, filed 20 Oct 2025.