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Lindbrook Capital’s Walmart Inc WMT Stock Holding History

Lindbrook Capital’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
Q1 		$3.02M Buy
34,375
+2,037
+6% +$191K 0.28% 54
2024
Q4 		$2.92M Buy
32,338
+357
+1% +$31K 0.26% 55
2024
Q3 		$2.58M Sell
31,981
-349
-1% -$25.6K 0.23% 62
2024
Q2 		$2.19M Buy
32,330
+2,053
+7% +$129K 0.21% 70
2024
Q1 		$1.82M Buy
30,277
+1,738
+6% +$99.4K 0.17% 83
2023
Q4 		$1.5M Buy
28,539
+924
+3% +$48.9K 0.15% 89
2023
Q3 		$1.47M Sell
27,615
-783
-3% -$41.7K 0.16% 85
2023
Q2 		$1.49M Buy
28,398
+6,423
+29% +$324K 0.16% 86
2023
Q1 		$1.08M Buy
21,975
+102
+0.5% +$4.84K 0.13% 105
2022
Q4 		$1.03M Buy
21,873
+738
+3% +$35K 0.13% 113
2022
Q3 		$914K Buy
21,135
+2,955
+16% +$129K 0.15% 85
2022
Q2 		$737K Buy
18,180
+36
+0.2% +$1.66K 0.12% 108
2022
Q1 		$901K Buy
18,144
+1,830
+11% +$85.9K 0.14% 99
2021
Q4 		$787K Buy
16,314
+10,482
+180% +$500K 0.12% 104
2021
Q3 		$271K Sell
5,832
-2,229
-28% -$107K 0.07% 118
2021
Q2 		$379K Sell
8,061
-105
-1% -$4.89K 0.08% 100
2021
Q1 		$370K Buy
8,166
+138
+2% +$6.39K 0.08% 99
2020
Q4 		$386K Buy
8,028
+375
+5% +$18.2K 0.09% 87
2020
Q3 		$357K Buy
7,653
+24
+0.3% +$1.07K 0.1% 85
2020
Q2 		$305K Sell
7,629
-2,514
-25% -$103K 0.09% 90
2020
Q1 		$385K Sell
10,143
-900
-8% -$34.6K 0.15% 57
2019
Q4 		$437K Buy
11,043
+165
+2% +$6.55K 0.15% 68
2019
Q3 		$430K Sell
10,878
-375
-3% -$14.2K 0.16% 59
2019
Q2 		$414K Buy
11,253
+294
+3% +$10.1K 0.16% 63
2019
Q1 		$356K Sell
10,959
-1,890
-15% -$61.3K 0.14% 73
2018
Q4 		$398K Buy
+12,849
New +$412K 0.2% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's WMT Position: Q1 2025 in Review

Lindbrook Capital increased its Walmart Inc (WMT) stake by 6.3% in Q1 2025, buying an estimated $191K and bringing the position to 34,375 shares worth $3.02M. The position accounts for 0.28% of the portfolio, ranked #54.

Lindbrook Capital first reported a position in WMT in Q4 2018 and has held it in 26 quarters since. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Lindbrook Capital held 34,375 shares of Walmart Inc worth $3.02M as of Q1 2025.
  • Lindbrook Capital bought 2,037 Walmart Inc shares in Q1 2025, an estimated $191K.
  • Walmart Inc made up 0.28% of Lindbrook Capital's portfolio in Q1 2025, its #54 holding.
  • Lindbrook Capital first reported a position in Walmart Inc in Q4 2018 and has held it in 26 quarters since.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.