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SWM
Scissortail Wealth Management’s
Walmart Inc
WMT
Stock Holding History
Scissortail Wealth Management’s Portfolio
WMT Stock Details
WMT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$9.88M
Sell
79,497
-19,529
-20%
-$2.4M
1.98%
15
2025
Q4
$11M
Sell
99,026
-274
-0.3%
-$29.4K
2.52%
11
2025
Q3
$10.2M
Buy
99,300
+76
+0.1%
+$7.57K
2.23%
13
2025
Q2
$9.7M
Buy
99,224
+6,194
+7%
+$590K
2.33%
12
2025
Q1
$8.17M
Sell
93,030
-8,378
-8%
-$786K
2.1%
14
2024
Q4
$9.16M
Buy
101,408
+101,004
+25,001%
+$8.76M
2.35%
10
2024
Q3
$8.28M
Sell
404
-103,778
-100%
-$7.62M
2%
12
2024
Q2
$7.06M
Buy
104,182
+4,043
+4%
+$255K
1.8%
14
2024
Q1
$6.03M
Buy
+100,139
New
+$5.73M
1.59%
21
2022
Q4
–
Sell
-96,927
Closed
-$4.55M
–
171
2022
Q3
$4.55M
Buy
96,927
+13,467
+16%
+$590K
2.36%
10
2022
Q2
$4.02M
Sell
83,460
-12,270
-13%
-$566K
1.55%
19
2022
Q1
$4.44M
Buy
95,730
+12,270
+15%
+$576K
2.18%
12
2021
Q4
$4.02M
Buy
+83,460
New
+$3.98M
1.55%
19
Other funds holding WMT
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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