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Livelsberger Financial Advisory’s Walmart Inc WMT Stock Holding History

Livelsberger Financial Advisory’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
-450
Closed -$44K – 81
2025
Q2 		$44K Buy
+450
New +$42.9K 0.85% 30
2024
Q4 		– Sell
-450
Closed -$36.3K – 76
2024
Q3 		$36.3K Buy
+450
New +$33K 0.76% 32
2024
Q1 		– Sell
-450
Closed -$23.6K – 205
2023
Q4 		$23.6K Buy
+450
New +$23.8K 0.02% 212

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

Livelsberger Financial Advisory's WMT Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 450 shares — an estimated $44K sold.

Livelsberger Financial Advisory first reported a position in WMT in Q4 2023 and held it in 3 quarters. The position peaked at $44K in Q2 2025. 4,025 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 450 Walmart Inc shares in Q3 2025, an estimated $44K.
  • Livelsberger Financial Advisory first reported a position in Walmart Inc in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Walmart Inc position peaked at $44K in Q2 2025.
  • 4,025 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.