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Masso Torrence Wealth Management’s Walmart Inc WMT Stock Holding History

Masso Torrence Wealth Management’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 		$1.25M Sell
12,160
-73
-0.6% -$7.27K 0.52% 36
2025
Q2 		$1.2M Sell
12,233
-783
-6% -$74.6K 0.55% 35
2025
Q1 		$1.14M Buy
13,016
+2,087
+19% +$196K 0.61% 34
2024
Q4 		$987K Buy
10,929
+515
+5% +$44.7K 0.52% 37
2024
Q3 		$841K Sell
10,414
-34
-0.3% -$2.5K 0.45% 42
2024
Q2 		$707K Buy
10,448
+602
+6% +$37.9K 0.39% 48
2024
Q1 		$592K Buy
9,846
+2,067
+27% +$118K 0.35% 52
2023
Q4 		$409K Buy
7,779
+1,671
+27% +$88.4K 0.28% 59
2023
Q3 		$326K Buy
6,108
+834
+16% +$44.4K 0.25% 62
2023
Q2 		$276K Buy
5,274
+321
+6% +$16.2K 0.2% 71
2023
Q1 		$243K Buy
4,953
+399
+9% +$18.9K 0.19% 75
2022
Q4 		$215K Buy
+4,554
New +$216K 0.17% 82
2022
Q1 		– Sell
-2,121
Closed -$102K – 359
2021
Q4 		$102K Buy
+2,121
New +$101K 0.07% 112

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Masso Torrence Wealth Management's WMT Position: Q3 2025 in Review

Masso Torrence Wealth Management reduced its Walmart Inc (WMT) stake by 0.6% in Q3 2025, selling an estimated $7.27K and leaving 12,160 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #36.

Masso Torrence Wealth Management first reported a position in WMT in Q4 2021 and has held it in 13 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Masso Torrence Wealth Management held 12,160 shares of Walmart Inc worth $1.25M as of Q3 2025.
  • Masso Torrence Wealth Management sold 73 Walmart Inc shares in Q3 2025, an estimated $7.27K.
  • Walmart Inc made up 0.52% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #36 holding.
  • Masso Torrence Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 13 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.