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Parkworth Wealth Management’s Walmart Inc WMT Stock Holding History

Parkworth 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 		$14.3K Buy
147
+28
+24% +$2.67K 0.01% 138
2025
Q1 		$10.4K Buy
119
+1
+0.8% +$94 0.01% 130
2024
Q4 		$10.7K Buy
+118
New +$10.2K 0.01% 137

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 $134M AUM 21.11% 1-Year Est. Return

Parkworth Wealth Management's WMT Position: Q2 2025 in Review

Parkworth Wealth Management increased its Walmart Inc (WMT) stake by 24% in Q2 2025, buying an estimated $2.67K and bringing the position to 147 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #138.

Parkworth Wealth Management first reported a position in WMT in Q4 2024 and has held it in 3 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Parkworth Wealth Management held 147 shares of Walmart Inc worth $14.3K as of Q2 2025.
  • Parkworth Wealth Management bought 28 Walmart Inc shares in Q2 2025, an estimated $2.67K.
  • Walmart Inc made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #138 holding.
  • Parkworth Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 3 quarters since.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.