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Lion Street Advisors’s Walmart Inc WMT Stock Holding History

Lion Street 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
Q3 		$337K Sell
2,256
-5,336
-70% -$531K 0.12% 153
2025
Q2 		$742K Buy
7,592
+423
+6% +$40.3K 0.23% 98
2025
Q1 		$629K Buy
7,169
+1,574
+28% +$148K 0.2% 110
2024
Q4 		$506K Buy
5,595
+1,206
+27% +$105K 0.16% 135
2024
Q3 		$354K Sell
4,389
-350
-7% -$25.7K 0.12% 179
2024
Q2 		$321K Buy
4,739
+3,050
+181% +$192K 0.12% 186
2024
Q1 		$266K Sell
1,689
-3,378
-67% -$193K 0.11% 197
2023
Q4 		$266K Sell
5,067
-1,479
-23% -$78.3K 0.11% 197
2023
Q3 		$349K Sell
6,546
-222
-3% -$11.8K 0.11% 157
2023
Q2 		$337K Buy
6,768
+291
+4% +$14.7K 0.11% 158
2023
Q1 		$318K Buy
+6,477
New +$307K 0.1% 171
2020
Q2 		– Sell
-603
Closed -$23K – 415
2020
Q1 		$23K Buy
+603
New +$23.2K 0.13% 89

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lion Street Advisors's WMT Position: Q3 2025 in Review

Lion Street Advisors reduced its Walmart Inc (WMT) stake by 70% in Q3 2025, selling an estimated $531K and leaving 2,256 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #153.

Lion Street Advisors first reported a position in WMT in Q1 2020 and has held it in 12 quarters since. The position peaked at $742K in Q2 2025. 4,028 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Lion Street Advisors held 2,256 shares of Walmart Inc worth $337K as of Q3 2025.
  • Lion Street Advisors sold 5,336 Walmart Inc shares in Q3 2025, an estimated $531K.
  • Walmart Inc made up 0.12% of Lion Street Advisors's portfolio in Q3 2025, its #153 holding.
  • Lion Street Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 12 quarters since.
  • Lion Street Advisors's Walmart Inc position peaked at $742K in Q2 2025.
  • 4,028 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.