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Putney Financial Group’s Walmart Inc WMT Stock Holding History

Putney Financial Group’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
-777
Closed -$76K – 286
2025
Q2 		$76K Sell
777
-165
-18% -$15.7K 0.08% 109
2025
Q1 		$82.7K Sell
942
-87
-8% -$8.16K 0.09% 96
2024
Q4 		$93K Buy
+1,029
New +$89.3K 0.08% 101

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Putney Financial Group's WMT Position: Q3 2025 in Review

Putney Financial Group sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 777 shares — an estimated $76K sold.

Putney Financial Group first reported a position in WMT in Q4 2024 and held it in 3 quarters. The position peaked at $93K in Q4 2024. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Putney Financial Group reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 777 Walmart Inc shares in Q3 2025, an estimated $76K.
  • Putney Financial Group first reported a position in Walmart Inc in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Walmart Inc position peaked at $93K in Q4 2024.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.