Napatree Capital’s Walmart Inc WMT Stock Holding History

Napatree Capital’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 Q1	$1.49M	Buy	16,932 +714	+4%	+$67K	0.84%	32
2024 Q4	$1.47M	Buy	16,218 +1,887	+13%	+$164K	0.86%	31
2024 Q3	$1.16M	Buy	14,331 +1,798	+14%	+$132K	0.81%	30
2024 Q2	$849K	Sell	12,533 -2,994	-19%	-$189K	0.69%	39
2024 Q1	$922K	Sell	15,527 -817	-5%	-$46.7K	0.89%	36
2023 Q4	$859K	Buy	+16,344	New	+$865K	0.86%	37

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

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

Norges Bank Oslo, Norway $935B AUM

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

Napatree Capital's WMT Position: Q1 2025 in Review

Napatree Capital increased its Walmart Inc (WMT) stake by 4.4% in Q1 2025, buying an estimated $67K and bringing the position to 16,932 shares worth $1.49M. The position accounts for 0.84% of the portfolio, ranked #32.

Napatree Capital first reported a position in WMT in Q4 2023 and has held it in 6 quarters since. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Napatree Capital held 16,932 shares of Walmart Inc worth $1.49M as of Q1 2025.
Napatree Capital bought 714 Walmart Inc shares in Q1 2025, an estimated $67K.
Walmart Inc made up 0.84% of Napatree Capital's portfolio in Q1 2025, its #32 holding.
Napatree Capital first reported a position in Walmart Inc in Q4 2023 and has held it in 6 quarters since.
3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.