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Safe Harbor Wealth Advisors’s Walmart Inc WMT Stock Holding History

Safe Harbor Wealth 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 		$565K Buy
+4,224
New +$454K 0.55% 34

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Safe Harbor Wealth Advisors's WMT Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Walmart Inc (WMT) in Q4 2025: 4,224 shares worth $565K. The stake represents 0.55% of the portfolio and ranks #34 among its holdings.

4,401 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Safe Harbor Wealth Advisors held 4,224 shares of Walmart Inc worth $565K as of Q4 2025.
  • Walmart Inc was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • Walmart Inc made up 0.55% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #34 holding.
  • 4,401 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.