O'Brien Wealth Partners’s Walmart Inc WMT Stock Holding History

O'Brien Wealth Partners’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	$10.6K	Hold	95	–	–	﹤0.01%	103
2025 Q3	$9.79K	Buy	+95	New	+$9.46K	﹤0.01%	91
2018 Q4	–	Sell	-186	Closed	-$6K	–	204
2018 Q3	$6K	Buy	+186	New	+$5.69K	﹤0.01%	153

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

O'Brien Wealth Partners's WMT Position: Q4 2025 in Review

O'Brien Wealth Partners held its Walmart Inc (WMT) position steady in Q4 2025 at 95 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

O'Brien Wealth Partners first reported a position in WMT in Q3 2018 and has held it in 3 quarters since. 4,401 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

O'Brien Wealth Partners held 95 shares of Walmart Inc worth $10.6K as of Q4 2025.
O'Brien Wealth Partners left its Walmart Inc share count unchanged in Q4 2025.
Walmart Inc made up ﹤0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #103 holding.
O'Brien Wealth Partners first reported a position in Walmart Inc in Q3 2018 and has held it in 3 quarters since.
4,401 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.