Morling Financial Advisors’s Walmart Inc WMT Stock Holding History

Morling Financial 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 Q2	–	Sell	-2,635	Closed	-$231K	–	131
2025 Q1	$231K	Buy	+2,635	New	+$247K	0.08%	75

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Morling Financial Advisors's WMT Position: Q2 2025 in Review

Morling Financial Advisors sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 2,635 shares — an estimated $231K sold.

Morling Financial Advisors first reported a position in WMT in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Morling Financial Advisors reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
Morling Financial Advisors sold 2,635 Walmart Inc shares in Q2 2025, an estimated $231K.
Morling Financial Advisors first reported a position in Walmart Inc in Q1 2025 and held it in 1 quarter.
Morling Financial Advisors's Walmart Inc position peaked at $231K in Q1 2025.
3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.