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Principia Wealth Advisory’s Walmart Inc WMT Stock Holding History

Principia Wealth Advisory’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 		$168K Buy
1,504
+36
+2% +$3.87K 0.1% 80
2025
Q3 		$151K Sell
1,468
-18
-1% -$1.79K 0.1% 86
2025
Q2 		$145K Buy
1,486
+153
+11% +$14.6K 0.12% 77
2025
Q1 		$119K Sell
1,333
-918
-41% -$86.1K 0.11% 65
2024
Q4 		$203K Buy
+2,251
New +$195K 0.19% 47

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Principia Wealth Advisory's WMT Position: Q4 2025 in Review

Principia Wealth Advisory increased its Walmart Inc (WMT) stake by 2.5% in Q4 2025, buying an estimated $3.87K and bringing the position to 1,504 shares worth $168K. The position accounts for 0.1% of the portfolio, ranked #80.

Principia Wealth Advisory first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $203K in Q4 2024. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Principia Wealth Advisory held 1,504 shares of Walmart Inc worth $168K as of Q4 2025.
  • Principia Wealth Advisory bought 36 Walmart Inc shares in Q4 2025, an estimated $3.87K.
  • Walmart Inc made up 0.1% of Principia Wealth Advisory's portfolio in Q4 2025, its #80 holding.
  • Principia Wealth Advisory first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Walmart Inc position peaked at $203K in Q4 2024.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.