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Sherbrooke Park Advisers’s Walmart Inc WMT Stock Holding History

Sherbrooke Park Advisers’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
Q3 		– Sell
-4,881
Closed -$477K – 743
2025
Q2 		$477K Buy
4,881
+996
+26% +$94.9K 0.21% 188
2025
Q1 		$341K Sell
3,885
-1,836
-32% -$172K 0.16% 253
2024
Q4 		$517K Buy
+5,721
New +$496K 0.16% 204
2023
Q3 		– Sell
-22,293
Closed -$1.17M – 626
2023
Q2 		$1.17M Buy
+22,293
New +$1.12M 0.61% 22
2023
Q1 		– Sell
-7,200
Closed -$340K – 330
2022
Q4 		$340K Buy
+7,200
New +$342K 0.25% 178

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sherbrooke Park Advisers's WMT Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 4,881 shares — an estimated $477K sold.

Sherbrooke Park Advisers first reported a position in WMT in Q4 2022 and held it in 5 quarters. The position peaked at $1.17M in Q2 2023. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 4,881 Walmart Inc shares in Q3 2025, an estimated $477K.
  • Sherbrooke Park Advisers first reported a position in Walmart Inc in Q4 2022 and held it in 5 quarters.
  • Sherbrooke Park Advisers's Walmart Inc position peaked at $1.17M in Q2 2023.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.