One Degree Advisors’s Walmart Inc WMT Stock Holding History

One Degree 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 Q3	–	Sell	-2,678	Closed	-$261K	–	78
2025 Q2	$261K	Buy	+2,678	New	+$255K	0.09%	62

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

One Degree Advisors's WMT Position: Q3 2025 in Review

One Degree Advisors sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 2,678 shares — an estimated $261K sold.

One Degree Advisors first reported a position in WMT in Q2 2025 and held it in 1 quarter. The position peaked at $261K in Q2 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

One Degree Advisors reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
One Degree Advisors sold 2,678 Walmart Inc shares in Q3 2025, an estimated $261K.
One Degree Advisors first reported a position in Walmart Inc in Q2 2025 and held it in 1 quarter.
One Degree Advisors's Walmart Inc position peaked at $261K in Q2 2025.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on One Degree Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.