McCarthy & Cox’s Walmart Inc WMT Stock Holding History

McCarthy & Cox’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	-2,108	Closed	-$217K	–	70
2025 Q3	$217K	Buy	2,108 +3	+0.1%	+$299	0.05%	67
2025 Q2	$206K	Buy	+2,105	New	+$201K	0.05%	64

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

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

McCarthy & Cox's WMT Position: Q4 2025 in Review

McCarthy & Cox sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 2,108 shares — an estimated $217K sold.

McCarthy & Cox first reported a position in WMT in Q2 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

McCarthy & Cox reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 2,108 Walmart Inc shares in Q4 2025, an estimated $217K.
McCarthy & Cox first reported a position in Walmart Inc in Q2 2025 and held it in 2 quarters.
McCarthy & Cox's Walmart Inc position peaked at $217K in Q3 2025.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.