Prossimo Advisors’s Walmart Inc WMT Stock Holding History

Prossimo 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 Q3	–	Sell	-21,038	Closed	-$2.06M	–	127
2025 Q2	$2.06M	Sell	21,038 -4,606	-18%	-$439K	1.65%	11
2025 Q1	$2.25M	Sell	25,644 -81	-0.3%	-$7.6K	1.69%	11
2024 Q4	$2.32M	Buy	25,725 +2,754	+12%	+$239K	1.68%	11
2024 Q3	$1.85M	Buy	22,971 +68	+0.3%	+$4.99K	1.35%	13
2024 Q2	$1.55M	Buy	+22,903	New	+$1.44M	1.4%	13
2023 Q3	–	Sell	-30,561	Closed	-$1.6M	–	124
2023 Q2	$1.6M	Buy	+30,561	New	+$1.54M	1.54%	10

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Prossimo Advisors's WMT Position: Q3 2025 in Review

Prossimo Advisors sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 21,038 shares — an estimated $2.06M sold.

Prossimo Advisors first reported a position in WMT in Q2 2023 and held it in 6 quarters. The position peaked at $2.32M in Q4 2024. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

Prossimo Advisors reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
Prossimo Advisors sold 21,038 Walmart Inc shares in Q3 2025, an estimated $2.06M.
Prossimo Advisors first reported a position in Walmart Inc in Q2 2023 and held it in 6 quarters.
Prossimo Advisors's Walmart Inc position peaked at $2.32M in Q4 2024.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.