Lockerman Financial Group’s Walmart Inc WMT Stock Holding History

Lockerman Financial 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 Q4	–	Sell	-5,343	Closed	-$551K	–	125
2025 Q3	$551K	Sell	5,343 -199	-4%	-$19.8K	0.69%	34
2025 Q2	$542K	Sell	5,542 -63	-1%	-$6K	0.73%	34
2025 Q1	$492K	Buy	5,605 +370	+7%	+$34.7K	0.74%	34
2024 Q4	$473K	Sell	5,235 -84	-2%	-$7.29K	0.81%	34
2024 Q3	$430K	Buy	5,319 +106	+2%	+$7.79K	0.73%	42
2024 Q2	$353K	Sell	5,213 -22	-0.4%	-$1.39K	0.64%	49
2024 Q1	$315K	Sell	5,235 -72	-1%	-$4.12K	0.6%	53
2023 Q4	$279K	Buy	5,307 +162	+3%	+$8.57K	0.64%	52
2023 Q3	$274K	Sell	5,145 -171	-3%	-$9.1K	0.74%	49
2023 Q2	$279K	Buy	5,316 +39	+0.7%	+$1.97K	0.77%	46
2023 Q1	$259K	Buy	5,277 +798	+18%	+$37.9K	0.71%	50
2022 Q4	$212K	Buy	+4,479	New	+$213K	0.62%	66
2022 Q2	–	Sell	-5,028	Closed	-$250K	–	77
2022 Q1	$250K	Buy	+5,028	New	+$236K	0.68%	54

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lockerman Financial Group's WMT Position: Q4 2025 in Review

Lockerman Financial Group sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 5,343 shares — an estimated $551K sold.

Lockerman Financial Group first reported a position in WMT in Q1 2022 and held it in 13 quarters. The position peaked at $551K in Q3 2025. 4,407 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Lockerman Financial Group reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 5,343 Walmart Inc shares in Q4 2025, an estimated $551K.
Lockerman Financial Group first reported a position in Walmart Inc in Q1 2022 and held it in 13 quarters.
Lockerman Financial Group's Walmart Inc position peaked at $551K in Q3 2025.
4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.