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One Plus One Wealth Management’s Walmart Inc WMT Stock Holding History

One Plus One Wealth Management’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 		– Sell
-3,415
Closed -$300K – 99
2025
Q1 		$300K Sell
3,415
-933
-21% -$87.5K 0.16% 76
2024
Q4 		$393K Buy
4,348
+281
+7% +$24.4K 0.23% 68
2024
Q3 		$328K Buy
+4,067
New +$299K 0.19% 69
2022
Q2 		– Sell
-6,555
Closed -$325K – 108
2022
Q1 		$325K Sell
6,555
-411
-6% -$19.3K 0.22% 69
2021
Q4 		$336K Hold
6,966
– – 0.23% 65
2021
Q3 		$324K Hold
6,966
– – 0.23% 57
2021
Q2 		$327K Hold
6,966
– – 0.23% 54
2021
Q1 		$315K Buy
+6,966
New +$323K 0.25% 59

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

One Plus One Wealth Management's WMT Position: Q2 2025 in Review

One Plus One Wealth Management sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 3,415 shares — an estimated $300K sold.

One Plus One Wealth Management first reported a position in WMT in Q1 2021 and held it in 8 quarters. The position peaked at $393K in Q4 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • One Plus One Wealth Management reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • One Plus One Wealth Management sold 3,415 Walmart Inc shares in Q2 2025, an estimated $300K.
  • One Plus One Wealth Management first reported a position in Walmart Inc in Q1 2021 and held it in 8 quarters.
  • One Plus One Wealth Management's Walmart Inc position peaked at $393K in Q4 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on One Plus One Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.