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Sabal Trust’s Walmart Inc WMT Stock Holding History

Sabal Trust’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 		$720K Sell
8,206
-1,539
-16% -$144K 0.04% 168
2024
Q4 		$880K Buy
9,745
+682
+8% +$59.2K 0.05% 152
2024
Q3 		$732K Buy
9,063
+54
+0.6% +$3.97K 0.04% 149
2024
Q2 		$610K Buy
9,009
+201
+2% +$12.7K 0.04% 152
2024
Q1 		$530K Sell
8,808
-141
-2% -$8.07K 0.03% 152
2023
Q4 		$470K Sell
8,949
-4,440
-33% -$235K 0.03% 160
2023
Q3 		$714K Sell
13,389
-102
-0.8% -$5.43K 0.05% 121
2023
Q2 		$707K Buy
13,491
+2,820
+26% +$142K 0.04% 126
2023
Q1 		$524K Buy
10,671
+1,200
+13% +$57K 0.04% 90
2022
Q4 		$448K Sell
9,471
-1,161
-11% -$55.1K 0.03% 105
2022
Q3 		$460K Buy
10,632
+54
+0.5% +$2.37K 0.03% 101
2022
Q2 		$429K Buy
10,578
+114
+1% +$5.26K 0.03% 112
2022
Q1 		$519K Buy
10,464
+570
+6% +$26.8K 0.04% 92
2021
Q4 		$477K Sell
9,894
-2,178
-18% -$104K 0.03% 108
2021
Q3 		$561K Buy
12,072
+1,440
+14% +$69.4K 0.04% 96
2021
Q2 		$500K Sell
10,632
-3,480
-25% -$162K 0.04% 96
2021
Q1 		$639K Sell
14,112
-579,867
-98% -$26.9M 0.05% 89
2020
Q4 		$28.5M Buy
593,979
+15,042
+3% +$730K 2.3% 17
2020
Q3 		$27M Sell
578,937
-12,954
-2% -$576K 2.36% 17
2020
Q2 		$23.6M Buy
591,891
+75,951
+15% +$3.12M 2.21% 21
2020
Q1 		$19.5M Buy
515,940
+510,840
+10,016% +$19.7M 2.19% 21
2019
Q4 		$202K Sell
5,100
-978
-16% -$38.8K 0.02% 148
2019
Q3 		$241K Buy
+6,078
New +$229K 0.02% 133
2018
Q2 		– Sell
-6,843
Closed -$203K – 167
2018
Q1 		$203K Sell
6,843
-312
-4% -$10K 0.02% 164
2017
Q4 		$236K Buy
+7,155
New +$219K 0.02% 119

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

Sabal Trust's WMT Position: Q1 2025 in Review

Sabal Trust reduced its Walmart Inc (WMT) stake by 16% in Q1 2025, selling an estimated $144K and leaving 8,206 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #168.

Sabal Trust first reported a position in WMT in Q4 2017 and has held it in 25 quarters since. The position peaked at $28.5M in Q4 2020. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Sabal Trust held 8,206 shares of Walmart Inc worth $720K as of Q1 2025.
  • Sabal Trust sold 1,539 Walmart Inc shares in Q1 2025, an estimated $144K.
  • Walmart Inc made up 0.04% of Sabal Trust's portfolio in Q1 2025, its #168 holding.
  • Sabal Trust first reported a position in Walmart Inc in Q4 2017 and has held it in 25 quarters since.
  • Sabal Trust's Walmart Inc position peaked at $28.5M in Q4 2020.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.