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Obsidian Personal Planning Solutions’s Walmart Inc WMT Stock Holding History

Obsidian Personal Planning Solutions’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 		$233K Sell
2,307
-153
-6% -$15.2K 0.08% 105
2025
Q2 		$241K Hold
2,460
– – 0.1% 95
2025
Q1 		$239K Buy
2,460
+225
+10% +$21.1K 0.11% 89
2024
Q4 		$219K Buy
+2,235
New +$194K 0.11% 95

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 $336B AUM 34.66% 1-Year Est. Return

Obsidian Personal Planning Solutions's WMT Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Walmart Inc (WMT) stake by 6.2% in Q3 2025, selling an estimated $15.2K and leaving 2,307 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #105.

Obsidian Personal Planning Solutions first reported a position in WMT in Q4 2024 and has held it in 4 quarters since. The position peaked at $241K in Q2 2025. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,307 shares of Walmart Inc worth $233K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 153 Walmart Inc shares in Q3 2025, an estimated $15.2K.
  • Walmart Inc made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #105 holding.
  • Obsidian Personal Planning Solutions first reported a position in Walmart Inc in Q4 2024 and has held it in 4 quarters since.
  • Obsidian Personal Planning Solutions's Walmart Inc position peaked at $241K in Q2 2025.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.