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RTD Financial Advisors’s Walmart Inc WMT Stock Holding History

RTD Financial 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
Q4 		– Sell
-2,354
Closed -$243K – 116
2025
Q3 		$243K Hold
2,354
– – 0.03% 103
2025
Q2 		$230K Sell
2,354
-60
-2% -$5.72K 0.03% 104
2025
Q1 		$212K Sell
2,414
-12
-0.5% -$1.13K 0.03% 113
2024
Q4 		$219K Buy
+2,426
New +$211K 0.03% 111

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

RTD Financial Advisors's WMT Position: Q4 2025 in Review

RTD Financial Advisors sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 2,354 shares — an estimated $243K sold.

RTD Financial Advisors first reported a position in WMT in Q4 2024 and held it in 4 quarters. The position peaked at $243K in Q3 2025. 4,386 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • RTD Financial Advisors reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
  • RTD Financial Advisors sold 2,354 Walmart Inc shares in Q4 2025, an estimated $243K.
  • RTD Financial Advisors first reported a position in Walmart Inc in Q4 2024 and held it in 4 quarters.
  • RTD Financial Advisors's Walmart Inc position peaked at $243K in Q3 2025.
  • 4,386 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on RTD Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.