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Schechter Investment Advisors’s Walmart Inc WMT Stock Holding History

Schechter Investment 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
Q1 		$2.63M Sell
29,994
-4,599
-13% -$431K 0.22% 91
2024
Q4 		$3.13M Sell
34,593
-9,642
-22% -$837K 0.24% 82
2024
Q3 		$3.57M Sell
44,235
-7,661
-15% -$563K 0.26% 73
2024
Q2 		$3.51M Buy
51,896
+1,027
+2% +$64.7K 0.26% 67
2024
Q1 		$3.06M Buy
50,869
+217
+0.4% +$12.4K 0.23% 76
2023
Q4 		$2.66M Buy
50,652
+258
+0.5% +$13.7K 0.23% 82
2023
Q3 		$2.69M Buy
50,394
+1,683
+3% +$89.6K 0.26% 70
2023
Q2 		$2.55M Sell
48,711
-285
-0.6% -$14.4K 0.23% 81
2023
Q1 		$2.41M Buy
48,996
+14,394
+42% +$683K 0.22% 86
2022
Q4 		$1.64M Buy
34,602
+2,034
+6% +$96.6K 0.15% 155
2022
Q3 		$1.41M Buy
32,568
+17,892
+122% +$784K 0.14% 184
2022
Q2 		$594K Sell
14,676
-12,537
-46% -$578K 0.06% 471
2022
Q1 		$1.35M Buy
27,213
+5,319
+24% +$250K 0.13% 203
2021
Q4 		$1.06M Buy
+21,894
New +$1.05M 0.1% 287

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

Schechter Investment Advisors's WMT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Walmart Inc (WMT) stake by 13% in Q1 2025, selling an estimated $431K and leaving 29,994 shares worth $2.63M. The position accounts for 0.22% of the portfolio, ranked #91.

Schechter Investment Advisors first reported a position in WMT in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.57M in Q3 2024. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Schechter Investment Advisors held 29,994 shares of Walmart Inc worth $2.63M as of Q1 2025.
  • Schechter Investment Advisors sold 4,599 Walmart Inc shares in Q1 2025, an estimated $431K.
  • Walmart Inc made up 0.22% of Schechter Investment Advisors's portfolio in Q1 2025, its #91 holding.
  • Schechter Investment Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Walmart Inc position peaked at $3.57M in Q3 2024.
  • 3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.