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Ridgewood Investments’s Walmart Inc WMT Stock Holding History

Ridgewood Investments’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
-323
Closed -$31.6K – 701
2025
Q2 		$31.6K Buy
323
+115
+55% +$11K 0.01% 390
2025
Q1 		$18.3K Buy
+208
New +$19.5K 0.01% 436
2023
Q3 		– Sell
-450
Closed -$23.6K – 782
2023
Q2 		$23.6K Hold
450
– – 0.01% 426
2023
Q1 		$22.1K Buy
+450
New +$21.4K 0.01% 447

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

Ridgewood Investments's WMT Position: Q3 2025 in Review

Ridgewood Investments sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 323 shares — an estimated $31.6K sold.

Ridgewood Investments first reported a position in WMT in Q1 2023 and held it in 4 quarters. The position peaked at $31.6K in Q2 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Ridgewood Investments reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 323 Walmart Inc shares in Q3 2025, an estimated $31.6K.
  • Ridgewood Investments first reported a position in Walmart Inc in Q1 2023 and held it in 4 quarters.
  • Ridgewood Investments's Walmart Inc position peaked at $31.6K in Q2 2025.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.