Phil A. Younker & Associates’s Walmart Inc WMT Stock Holding History

Phil A. Younker & Associates’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	–	Sell	-2,850	Closed	-$257K	–	31
2024 Q4	$257K	Buy	+2,850	New	+$247K	0.26%	25

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

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

Norges Bank Oslo, Norway $935B AUM

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

Phil A. Younker & Associates's WMT Position: Q1 2025 in Review

Phil A. Younker & Associates sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 2,850 shares — an estimated $257K sold.

Phil A. Younker & Associates first reported a position in WMT in Q4 2024 and held it in 1 quarter. The position peaked at $257K in Q4 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Phil A. Younker & Associates reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
Phil A. Younker & Associates sold 2,850 Walmart Inc shares in Q1 2025, an estimated $257K.
Phil A. Younker & Associates first reported a position in Walmart Inc in Q4 2024 and held it in 1 quarter.
Phil A. Younker & Associates's Walmart Inc position peaked at $257K in Q4 2024.
3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Phil A. Younker & Associates's 13F filing for Q1 2025, filed 29 Apr 2025.