Lowe Wealth Advisors’s Walmart Inc WMT Stock Holding History

Lowe 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 Q3	$94.3K	Hold	915	–	–	0.03%	105
2025 Q2	$89.4K	Hold	915	–	–	0.03%	101
2025 Q1	$80.3K	Sell	915 -103	-10%	-$9.66K	0.03%	102
2024 Q4	$92K	Buy	1,018 +121	+13%	+$10.5K	0.04%	91
2024 Q3	$72.4K	Buy	897 +165	+23%	+$12.1K	0.03%	99
2024 Q2	$49.5K	Hold	732	–	–	0.02%	120
2024 Q1	$44K	Hold	732	–	–	0.02%	124
2023 Q4	$38.5K	Hold	732	–	–	0.02%	131
2023 Q3	$39K	Sell	732 -120	-14%	-$6.39K	0.02%	120
2023 Q2	$44.6K	Hold	852	–	–	0.02%	117
2023 Q1	$41.9K	Sell	852 -150	-15%	-$7.12K	0.02%	113
2022 Q4	$47.3K	Buy	1,002 +300	+43%	+$14.2K	0.03%	107
2022 Q3	$30K	Sell	702 -312	-31%	-$13.7K	0.02%	127
2022 Q2	$41K	Buy	1,014 +9	+0.9%	+$415	0.02%	102
2022 Q1	$50K	Buy	1,005 +3	+0.3%	+$141	0.02%	104
2021 Q4	$48K	Hold	1,002	–	–	0.02%	102
2021 Q3	$47K	Buy	1,002 +3	+0.3%	+$145	0.02%	95
2021 Q2	$47K	Buy	999 +6	+0.6%	+$279	0.02%	96
2021 Q1	$45K	Sell	993 -357	-26%	-$16.5K	0.02%	91
2020 Q4	$65K	Hold	1,350	–	–	0.03%	68
2020 Q3	$63K	Sell	1,350 -126	-9%	-$5.6K	0.04%	61
2020 Q2	$59K	Buy	1,476 +9	+0.6%	+$370	0.03%	63
2020 Q1	$56K	Buy	1,467 +3	+0.2%	+$115	0.04%	52
2019 Q4	$58K	Hold	1,464	–	–	0.03%	61
2019 Q3	$58K	Buy	1,464 +306	+26%	+$11.5K	0.03%	57
2019 Q2	$43K	Buy	1,158 +12	+1%	+$414	0.03%	68
2019 Q1	$37K	Buy	1,146 +6	+0.5%	+$195	0.02%	73
2018 Q4	$35K	Hold	1,140	–	–	0.02%	70
2018 Q3	$36K	Buy	1,140 +3	+0.3%	+$92	0.02%	82
2018 Q2	$32K	Buy	1,137 +15	+1%	+$426	0.02%	85
2018 Q1	$33K	Buy	1,122 +3	+0.3%	+$96	0.02%	86
2017 Q4	$37K	Hold	1,119	–	–	0.02%	78
2017 Q3	$29K	Buy	1,119 +6	+0.5%	+$157	0.02%	91
2017 Q2	$28K	Buy	1,113 +15	+1%	+$381	0.02%	83
2017 Q1	$26K	Sell	1,098 -294	-21%	-$6.77K	0.02%	84
2016 Q4	$32K	Buy	1,392 +300	+27%	+$7K	0.02%	75
2016 Q3	$26K	Buy	1,092 +6	+0.6%	+$146	0.02%	86
2016 Q2	$26K	Buy	1,086 +15	+1%	+$347	0.02%	80
2016 Q1	$24K	Buy	1,071 +9	+0.8%	+$197	0.02%	86
2015 Q4	$22K	Buy	1,062 +120	+13%	+$2.41K	0.02%	82
2015 Q3	$20K	Buy	942 +6	+0.6%	+$138	0.02%	85
2015 Q2	$22K	Buy	936 +12	+1%	+$306	0.01%	98
2015 Q1	$25K	Buy	924 +3	+0.3%	+$85	0.02%	92
2014 Q4	$26K	Buy	+921	New	+$24.9K	0.02%	92

Other funds holding WMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lowe Wealth Advisors's WMT Position: Q3 2025 in Review

Lowe Wealth Advisors held its Walmart Inc (WMT) position steady in Q3 2025 at 915 shares worth $94.3K. The position accounts for 0.03% of the portfolio, ranked #105.

Lowe Wealth Advisors first reported a position in WMT in Q4 2014 and has held it in 44 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

Lowe Wealth Advisors held 915 shares of Walmart Inc worth $94.3K as of Q3 2025.
Lowe Wealth Advisors left its Walmart Inc share count unchanged in Q3 2025.
Walmart Inc made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #105 holding.
Lowe Wealth Advisors first reported a position in Walmart Inc in Q4 2014 and has held it in 44 quarters since.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.