RRCM
WMT icon

Rappaport Reiches Capital Management’s Walmart Inc WMT Stock Holding History

Rappaport Reiches Capital 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
Q1 		$1.28M Buy
14,591
+469
+3% +$44K 0.32% 34
2024
Q4 		$1.28M Buy
14,122
+10,381
+277% +$901K 0.33% 37
2024
Q3 		$302K Buy
3,741
+412
+12% +$30.3K 0.08% 83
2024
Q2 		$225K Buy
+3,329
New +$210K 0.07% 88

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Rappaport Reiches Capital Management's WMT Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Walmart Inc (WMT) stake by 3.3% in Q1 2025, buying an estimated $44K and bringing the position to 14,591 shares worth $1.28M. The position accounts for 0.32% of the portfolio, ranked #34.

Rappaport Reiches Capital Management first reported a position in WMT in Q2 2024 and has held it in 4 quarters since. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Rappaport Reiches Capital Management held 14,591 shares of Walmart Inc worth $1.28M as of Q1 2025.
  • Rappaport Reiches Capital Management bought 469 Walmart Inc shares in Q1 2025, an estimated $44K.
  • Walmart Inc made up 0.32% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #34 holding.
  • Rappaport Reiches Capital Management first reported a position in Walmart Inc in Q2 2024 and has held it in 4 quarters since.
  • 3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.