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MorganRosel Wealth Management’s Walmart Inc WMT Stock Holding History

MorganRosel 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 		– Sell
-541
Closed -$52.9K – 353
2025
Q2 		$52.9K Buy
541
+478
+759% +$45.5K 0.01% 182
2025
Q1 		$5.53K Buy
+63
New +$5.91K ﹤0.01% 271
2020
Q3 		– Sell
-16,938
Closed -$676K – 83
2020
Q2 		$676K Sell
16,938
-1,731
-9% -$71.2K 0.63% 31
2020
Q1 		$707K Sell
18,669
-1,548
-8% -$59.5K 0.81% 22
2019
Q4 		$801K Sell
20,217
-1,560
-7% -$62K 0.61% 30
2019
Q3 		$861K Sell
21,777
-1,044
-5% -$39.4K 0.71% 24
2019
Q2 		$840K Sell
22,821
-729
-3% -$25.1K 0.69% 31
2019
Q1 		$766K Sell
23,550
-1,494
-6% -$48.4K 0.65% 37
2018
Q4 		$778K Buy
+25,044
New +$803K 0.81% 28

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

MorganRosel Wealth Management's WMT Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 541 shares — an estimated $52.9K sold.

MorganRosel Wealth Management first reported a position in WMT in Q4 2018 and held it in 9 quarters. The position peaked at $861K in Q3 2019. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 541 Walmart Inc shares in Q3 2025, an estimated $52.9K.
  • MorganRosel Wealth Management first reported a position in Walmart Inc in Q4 2018 and held it in 9 quarters.
  • MorganRosel Wealth Management's Walmart Inc position peaked at $861K in Q3 2019.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.