Shelton Wealth Management’s Walmart Inc WMT Stock Holding History

Shelton Wealth Management’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	–	Sell	-1,509	Closed	-$156K	–	183
2025 Q3	$156K	Buy	1,509 +2	+0.1%	+$199	0.07%	132
2025 Q2	$147K	Buy	+1,507	New	+$144K	0.07%	128

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

Shelton Wealth Management's WMT Position: Q4 2025 in Review

Shelton Wealth Management sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 1,509 shares — an estimated $156K sold.

Shelton Wealth Management first reported a position in WMT in Q2 2025 and held it in 2 quarters. The position peaked at $156K in Q3 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Shelton Wealth Management reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Shelton Wealth Management sold 1,509 Walmart Inc shares in Q4 2025, an estimated $156K.
Shelton Wealth Management first reported a position in Walmart Inc in Q2 2025 and held it in 2 quarters.
Shelton Wealth Management's Walmart Inc position peaked at $156K in Q3 2025.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Shelton Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.