OWA
WMT icon

ORBA Wealth Advisors’s Walmart Inc WMT Stock Holding History

ORBA Wealth 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
Q4 		– Sell
-2,149
Closed -$221K – 92
2025
Q3 		$221K Hold
2,149
– – 0.18% 76
2025
Q2 		$210K Sell
2,149
-1,607
-43% -$153K 0.19% 69
2025
Q1 		$330K Hold
3,756
– – 0.17% 83
2024
Q4 		$339K Sell
3,756
-510
-12% -$44.3K 0.18% 79
2024
Q3 		$344K Sell
4,266
-93
-2% -$6.83K 0.17% 82
2024
Q2 		$295K Buy
+4,359
New +$274K 0.15% 83

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ORBA Wealth Advisors's WMT Position: Q4 2025 in Review

ORBA Wealth Advisors sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 2,149 shares — an estimated $221K sold.

ORBA Wealth Advisors first reported a position in WMT in Q2 2024 and held it in 6 quarters. The position peaked at $344K in Q3 2024. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • ORBA Wealth Advisors reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 2,149 Walmart Inc shares in Q4 2025, an estimated $221K.
  • ORBA Wealth Advisors first reported a position in Walmart Inc in Q2 2024 and held it in 6 quarters.
  • ORBA Wealth Advisors's Walmart Inc position peaked at $344K in Q3 2024.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on ORBA Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.