Moser Wealth Advisors’s Walmart Inc WMT Stock Holding History

Moser 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 Q2	$6.36K	Hold	65	–	–	﹤0.01%	153
2025 Q1	$5.71K	Buy	+65	New	+$6.1K	﹤0.01%	137
2022 Q1	–	Sell	-30	Closed	-$1K	–	145
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	143
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	142
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	138
2021 Q1	$1K	Buy	+30	New	+$1.39K	﹤0.01%	162

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

Moser Wealth Advisors's WMT Position: Q2 2025 in Review

Moser Wealth Advisors held its Walmart Inc (WMT) position steady in Q2 2025 at 65 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Moser Wealth Advisors first reported a position in WMT in Q1 2021 and has held it in 6 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Moser Wealth Advisors held 65 shares of Walmart Inc worth $6.36K as of Q2 2025.
Moser Wealth Advisors left its Walmart Inc share count unchanged in Q2 2025.
Walmart Inc made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #153 holding.
Moser Wealth Advisors first reported a position in Walmart Inc in Q1 2021 and has held it in 6 quarters since.
3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.