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Semmax Financial Advisors’s Walmart Inc WMT Stock Holding History

Semmax Financial 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
Q2 		$1.32M Buy
12,682
+707
+6% +$67.4K 0.34% 84
2025
Q1 		$1.16M Buy
11,975
+58
+0.5% +$5.44K 0.31% 88
2024
Q4 		$1.25M Buy
11,917
+1,631
+16% +$142K 0.33% 84
2024
Q3 		$874K Buy
10,286
+111
+1% +$8.15K 0.24% 94
2024
Q2 		$693K Buy
10,175
+333
+3% +$21K 0.21% 100
2024
Q1 		$596K Buy
9,842
+4,826
+96% +$276K 0.2% 96
2023
Q4 		$283K Buy
5,016
+4,257
+561% +$225K 0.1% 98
2023
Q3 		$42.4K Buy
+759
New +$40.4K 0.02% 129
2022
Q4 		$96K Buy
1,995
+6
+0.3% +$285 0.04% 98
2022
Q3 		$94K Buy
1,989
+6
+0.3% +$263 0.04% 98
2022
Q2 		$85K Sell
1,983
-1,596
-45% -$73.6K 0.03% 103
2022
Q1 		$178K Buy
3,579
+6
+0.2% +$282 0.07% 104
2021
Q4 		$172K Buy
3,573
+1,668
+88% +$79.6K 0.06% 107
2021
Q3 		$89K Buy
1,905
+1,605
+535% +$77.3K 0.03% 110
2021
Q2 		$14K Hold
300
– – ﹤0.01% 166
2021
Q1 		$14K Hold
300
– – 0.01% 180
2020
Q4 		$14K Sell
300
-147
-33% -$7.14K 0.01% 155
2020
Q3 		$21K Hold
447
– – 0.01% 137
2020
Q2 		$18K Hold
447
– – 0.01% 143
2020
Q1 		$17K Sell
447
-111
-20% -$4.27K 0.01% 139
2019
Q4 		$22K Sell
558
-69
-11% -$2.74K 0.01% 140
2019
Q3 		$25K Buy
627
+9
+1% +$340 0.02% 137
2019
Q2 		$23K Sell
618
-3,063
-83% -$106K 0.01% 143
2019
Q1 		$120K Sell
3,681
-2,019
-35% -$65.5K 0.08% 155
2018
Q4 		$177K Buy
+5,700
New +$183K 0.14% 116

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Semmax Financial Advisors's WMT Position: Q2 2025 in Review

Semmax Financial Advisors increased its Walmart Inc (WMT) stake by 5.9% in Q2 2025, buying an estimated $67.4K and bringing the position to 12,682 shares worth $1.32M. The position accounts for 0.34% of the portfolio, ranked #84.

Semmax Financial Advisors first reported a position in WMT in Q4 2018 and has held it in 25 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Semmax Financial Advisors held 12,682 shares of Walmart Inc worth $1.32M as of Q2 2025.
  • Semmax Financial Advisors bought 707 Walmart Inc shares in Q2 2025, an estimated $67.4K.
  • Walmart Inc made up 0.34% of Semmax Financial Advisors's portfolio in Q2 2025, its #84 holding.
  • Semmax Financial Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 25 quarters since.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.