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Long Run Wealth Advisors’s Walmart Inc WMT Stock Holding History

Long Run Wealth 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
Q4 		$704K Sell
6,316
-191
-3% -$20.5K 0.13% 72
2025
Q3 		$671K Sell
6,507
-98
-1% -$9.76K 0.13% 70
2025
Q2 		$646K Buy
6,605
+591
+10% +$56.3K 0.14% 70
2025
Q1 		$528K Sell
6,014
-114
-2% -$10.7K 0.12% 76
2024
Q4 		$554K Buy
6,128
+278
+5% +$24.1K 0.13% 72
2024
Q3 		$472K Sell
5,850
-319
-5% -$23.4K 0.11% 74
2024
Q2 		$418K Buy
6,169
+8
+0.1% +$504 0.11% 75
2024
Q1 		$371K Sell
6,161
-151
-2% -$8.64K 0.1% 78
2023
Q4 		$332K Sell
6,312
-195
-3% -$10.3K 0.1% 78
2023
Q3 		$347K Sell
6,507
-93
-1% -$4.95K 0.11% 71
2023
Q2 		$346K Sell
6,600
-522
-7% -$26.3K 0.11% 75
2023
Q1 		$350K Buy
7,122
+228
+3% +$10.8K 0.12% 81
2022
Q4 		$326K Hold
6,894
– – 0.12% 82
2022
Q3 		$298K Sell
6,894
-249
-3% -$10.9K 0.12% 80
2022
Q2 		$289K Sell
7,143
-7,260
-50% -$335K 0.11% 82
2022
Q1 		$715K Sell
14,403
-3,015
-17% -$142K 0.25% 68
2021
Q4 		$838K Buy
+17,418
New +$832K 0.29% 63

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Long Run Wealth Advisors's WMT Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Walmart Inc (WMT) stake by 2.9% in Q4 2025, selling an estimated $20.5K and leaving 6,316 shares worth $704K. The position accounts for 0.13% of the portfolio, ranked #72.

Long Run Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $838K in Q4 2021. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Long Run Wealth Advisors held 6,316 shares of Walmart Inc worth $704K as of Q4 2025.
  • Long Run Wealth Advisors sold 191 Walmart Inc shares in Q4 2025, an estimated $20.5K.
  • Walmart Inc made up 0.13% of Long Run Wealth Advisors's portfolio in Q4 2025, its #72 holding.
  • Long Run Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's Walmart Inc position peaked at $838K in Q4 2021.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.