Parkside Advisors’s Walmart Inc WMT Stock Holding History

Parkside 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 Q2	$409K	Hold	4,178	–	–	0.09%	62
2025 Q1	$368K	Hold	4,178	–	–	0.09%	61
2024 Q4	$378K	Hold	4,178	–	–	0.09%	61
2024 Q3	$337K	Hold	4,178	–	–	0.08%	66
2024 Q2	$283K	Hold	4,178	–	–	0.07%	71
2024 Q1	$252K	Buy	4,178 +20	+0.5%	+$1.14K	0.06%	76
2023 Q4	$219K	Hold	4,158	–	–	0.06%	75
2023 Q3	$222K	Hold	4,158	–	–	0.07%	73
2023 Q2	$218K	Sell	4,158 -996	-19%	-$50.2K	0.07%	72
2023 Q1	$253K	Buy	5,154 +54	+1%	+$2.56K	0.08%	68
2022 Q4	$242K	Buy	5,100 +411	+9%	+$19.5K	0.08%	76
2022 Q3	$203K	Buy	+4,689	New	+$205K	0.08%	59
2022 Q2	–	Sell	-4,686	Closed	-$234K	–	70
2022 Q1	$234K	Hold	4,686	–	–	0.07%	63
2021 Q4	$227K	Buy	+4,686	New	+$224K	0.07%	67
2021 Q1	–	Sell	-4,806	Closed	-$232K	–	71
2020 Q4	$232K	Buy	+4,806	New	+$233K	0.09%	64

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Parkside Advisors's WMT Position: Q2 2025 in Review

Parkside Advisors held its Walmart Inc (WMT) position steady in Q2 2025 at 4,178 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #62.

Parkside Advisors first reported a position in WMT in Q4 2020 and has held it in 15 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Parkside Advisors held 4,178 shares of Walmart Inc worth $409K as of Q2 2025.
Parkside Advisors left its Walmart Inc share count unchanged in Q2 2025.
Walmart Inc made up 0.09% of Parkside Advisors's portfolio in Q2 2025, its #62 holding.
Parkside Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 15 quarters since.
3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.