OPS
WMT icon

Orion Portfolio Solutions’s Walmart Inc WMT Stock Holding History

Orion Portfolio 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
Q1 		$54M Buy
614,565
+35,771
+6% +$3.36M 0.53% 27
2024
Q4 		$52.3M Buy
578,794
+30,369
+6% +$2.64M 0.52% 30
2024
Q3 		$44.3M Buy
548,425
+6,771
+1% +$497K 0.44% 35
2024
Q2 		$36.7M Buy
541,654
+36,339
+7% +$2.29M 0.39% 42
2024
Q1 		$30.4M Buy
505,315
+5,515
+1% +$316K 0.33% 50
2023
Q4 		$26.4M Sell
499,800
-21,945
-4% -$1.16M 0.31% 60
2023
Q3 		$27.8M Buy
521,745
+498
+0.1% +$26.5K 0.34% 51
2023
Q2 		$27.3M Sell
521,247
-1,335
-0.3% -$67.3K 0.29% 60
2023
Q1 		$25.7M Buy
522,582
+474,207
+980% +$22.5M 0.32% 56
2022
Q4 		$2.29M Sell
48,375
-1,539
-3% -$73.1K 0.08% 172
2022
Q3 		$2.16M Buy
49,914
+24,708
+98% +$1.08M 0.09% 151
2022
Q2 		$1.02M Sell
25,206
-2,562
-9% -$118K 0.04% 249
2022
Q1 		$1.38M Buy
27,768
+501
+2% +$23.5K 0.05% 224
2021
Q4 		$1.31M Buy
27,267
+753
+3% +$35.9K 0.04% 229
2021
Q3 		$1.23M Sell
26,514
-6,996
-21% -$337K 0.05% 224
2021
Q2 		$1.57M Sell
33,510
-891
-3% -$41.5K 0.06% 172
2021
Q1 		$1.56M Buy
34,401
+4,551
+15% +$211K 0.07% 151
2020
Q4 		$1.43M Buy
29,850
+1,179
+4% +$57.3K 0.07% 159
2020
Q3 		$1.34M Buy
28,671
+5,163
+22% +$230K 0.07% 155
2020
Q2 		$939K Buy
23,508
+4,875
+26% +$201K 0.05% 168
2020
Q1 		$706K Sell
18,633
-1,344
-7% -$51.7K 0.05% 162
2019
Q4 		$791K Buy
+19,977
New +$793K 0.06% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Orion Portfolio Solutions's WMT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Walmart Inc (WMT) stake by 6.2% in Q1 2025, buying an estimated $3.36M and bringing the position to 614,565 shares worth $54M. The position accounts for 0.53% of the portfolio, ranked #27.

Orion Portfolio Solutions first reported a position in WMT in Q4 2019 and has held it in 22 quarters since. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Orion Portfolio Solutions held 614,565 shares of Walmart Inc worth $54M as of Q1 2025.
  • Orion Portfolio Solutions bought 35,771 Walmart Inc shares in Q1 2025, an estimated $3.36M.
  • Walmart Inc made up 0.53% of Orion Portfolio Solutions's portfolio in Q1 2025, its #27 holding.
  • Orion Portfolio Solutions first reported a position in Walmart Inc in Q4 2019 and has held it in 22 quarters since.
  • 3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.