Schulz Wealth’s Walmart Inc WMT Stock Holding History

Schulz Wealth’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	$469K	Hold	4,209	–	–	0.3%	45
2025 Q3	$434K	Hold	4,209	–	–	0.29%	43
2025 Q2	$412K	Hold	4,209	–	–	0.31%	43
2025 Q1	$370K	Sell	4,209 -251	-6%	-$23.5K	0.28%	42
2024 Q4	$403K	Buy	4,460 +59	+1%	+$5.12K	0.31%	39
2024 Q3	$355K	Hold	4,401	–	–	0.27%	45
2024 Q2	$298K	Sell	4,401 -360	-8%	-$22.7K	0.25%	44
2024 Q1	$286K	Hold	4,761	–	–	0.24%	44
2023 Q4	$250K	Buy	+4,761	New	+$252K	0.24%	42

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Schulz Wealth's WMT Position: Q4 2025 in Review

Schulz Wealth held its Walmart Inc (WMT) position steady in Q4 2025 at 4,209 shares worth $469K. The position accounts for 0.3% of the portfolio, ranked #45.

Schulz Wealth first reported a position in WMT in Q4 2023 and has held it in 9 quarters since. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Schulz Wealth held 4,209 shares of Walmart Inc worth $469K as of Q4 2025.
Schulz Wealth left its Walmart Inc share count unchanged in Q4 2025.
Walmart Inc made up 0.3% of Schulz Wealth's portfolio in Q4 2025, its #45 holding.
Schulz Wealth first reported a position in Walmart Inc in Q4 2023 and has held it in 9 quarters since.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.