ORG Partners’s Walmart Inc WMT Stock Holding History

ORG 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	$892K	Buy	8,008 +1,791	+29%	+$192K	0.16%	134
2025 Q3	$641K	Buy	6,217 +381	+7%	+$37.9K	0.12%	168
2025 Q2	$573K	Sell	5,836 -466	-7%	-$44.4K	0.12%	150
2025 Q1	$560K	Sell	6,302 -38,762	-86%	-$3.64M	0.14%	137
2024 Q4	$4.07M	Sell	45,064 -1,980	-4%	-$172K	0.55%	43
2024 Q3	$3.8M	Sell	47,044 -14,778	-24%	-$1.09M	0.61%	36
2024 Q2	$4.17M	Buy	61,822 +60,067	+3,423%	+$3.78M	0.52%	42
2024 Q1	$105K	Sell	1,755 -61,419	-97%	-$3.51M	0.2%	70
2023 Q4	$3.32M	Buy	63,174 +37,713	+148%	+$2M	0.56%	41
2023 Q3	$1.36M	Sell	25,461 -34,614	-58%	-$1.84M	0.4%	48
2023 Q2	$3.16M	Buy	60,075 +10,140	+20%	+$512K	0.51%	43
2023 Q1	$2.47M	Buy	+49,935	New	+$2.37M	0.6%	36

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

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ORG Partners's WMT Position: Q4 2025 in Review

ORG Partners increased its Walmart Inc (WMT) stake by 29% in Q4 2025, buying an estimated $192K and bringing the position to 8,008 shares worth $892K. The position accounts for 0.16% of the portfolio, ranked #134.

ORG Partners first reported a position in WMT in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.17M in Q2 2024. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

ORG Partners held 8,008 shares of Walmart Inc worth $892K as of Q4 2025.
ORG Partners bought 1,791 Walmart Inc shares in Q4 2025, an estimated $192K.
Walmart Inc made up 0.16% of ORG Partners's portfolio in Q4 2025, its #134 holding.
ORG Partners first reported a position in Walmart Inc in Q1 2023 and has held it in 12 quarters since.
ORG Partners's Walmart Inc position peaked at $4.17M in Q2 2024.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.