Simplex Trading
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Simplex Trading’s Walmart Inc WMT Stock Holding History

Simplex Trading’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
2026
Q1 		$165M Sell
1,325,600
-141,800
-10% -$17.4M 0.11% 77
2025
Q4 		$163M Sell
1,467,400
-354,000
-19% -$38M 0.09% 89
2025
Q3 		$188M Sell
1,821,400
-403,900
-18% -$40.2M 0.1% 93
2025
Q2 		$218M Sell
2,225,300
-908,700
-29% -$86.6M 0.12% 82
2025
Q1 		$275M Sell
3,134,000
-601,400
-16% -$56.4M 0.18% 55
2024
Q4 		$337M Sell
3,735,400
-513,400
-12% -$44.6M 0.19% 53
2024
Q3 		$343M Buy
4,248,800
+2,149,600
+102% +$158M 0.2% 48
2024
Q2 		$142M Sell
2,099,200
-315,700
-13% -$19.9M 0.09% 106
2024
Q1 		$145M Buy
2,414,900
+36,200
+2% +$2.07M 0.08% 109
2023
Q4 		$125M Sell
2,378,700
-256,800
-10% -$13.6M 0.08% 140
2023
Q3 		$140M Buy
2,635,500
+80,400
+3% +$4.28M 0.11% 87
2023
Q2 		$134M Sell
2,555,100
-1,955,400
-43% -$98.6M 0.11% 92
2023
Q1 		$222M Buy
4,510,500
+614,100
+16% +$29.1M 0.19% 50
2022
Q4 		$164M Buy
3,896,400
+750,900
+24% +$35.7M 0.18% 70
2022
Q3 		$136M Sell
3,145,500
-1,341,900
-30% -$58.8M 0.15% 69
2022
Q2 		$182M Buy
4,487,400
+1,546,500
+53% +$71.3M 0.19% 49
2022
Q1 		$146M Sell
2,940,900
-1,712,700
-37% -$80.4M 0.13% 101
2021
Q4 		$224M Buy
4,653,600
+878,100
+23% +$41.9M 0.23% 62
2021
Q3 		$175M Buy
3,775,500
+177,000
+5% +$8.53M 0.16% 74
2021
Q2 		$169M Buy
+3,598,500
New +$168M 0.16% 75
2021
Q1 		– Sell
-32,208
Closed -$155M – 10176
2020
Q4 		$155M Sell
32,208
-17,301
-35% -$840K 0.2% 62
2020
Q3 		$231M Buy
49,509
+27,741
+127% +$1.23M 0.31% 39
2020
Q2 		$86.9M Buy
21,768
+9,792
+82% +$403K 0.14% 83
2020
Q1 		$45.4M Buy
11,976
+1,956
+20% +$75.2K 0.08% 128
2019
Q4 		$39.7M Sell
10,020
-5,157
-34% -$205K 0.09% 141
2019
Q3 		$60M Buy
15,177
+4,476
+42% +$169K 0.17% 74
2019
Q2 		$39.4M Sell
10,701
-3,174
-23% -$109K 0.11% 115
2019
Q1 		$45.1M Sell
13,875
-3,174
-19% -$103K 0.13% 104
2018
Q4 		$52.9M Sell
17,049
-927
-5% -$29.7K 0.16% 77
2018
Q3 		$56.3M Sell
17,976
-702
-4% -$21.5K 0.18% 66
2018
Q2 		$53.3M Buy
18,678
+2,601
+16% +$73.9K 0.21% 68
2018
Q1 		$1.04M Sell
16,077
-11,793
-42% -$379K 0.05% 378
2017
Q4 		$7.15M Buy
27,870
+9,408
+51% +$288K 0.31% 60
2017
Q3 		$676K Buy
18,462
+3,609
+24% +$94.7K 0.03% 523
2017
Q2 		$724K Buy
14,853
+1,683
+13% +$42.7K 0.03% 485
2017
Q1 		$518K Buy
13,170
+3,750
+40% +$86.3K 0.02% 657
2016
Q4 		$398K Sell
9,420
-3,330
-26% -$77.7K 0.02% 653
2016
Q3 		$537K Sell
12,750
-8,085
-39% -$196K 0.04% 471
2016
Q2 		$1.98M Buy
20,835
+8,538
+69% +$198K 0.13% 143
2016
Q1 		$493K Buy
12,297
+2,505
+26% +$54.9K 0.04% 451
2015
Q4 		$338K Buy
9,792
+1,596
+19% +$32K 0.03% 590
2015
Q3 		$270K Buy
8,196
+6,753
+468% +$155K 0.02% 743
2015
Q2 		$60K Sell
1,443
-1,533
-52% -$39.1K 0.01% 1563
2015
Q1 		$307K Buy
2,976
+363
+14% +$10.3K 0.04% 520
2014
Q4 		$280K Buy
+2,613
New +$70.6K 0.03% 451

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Simplex Trading's WMT Position: Q3 2025 in Review

Simplex Trading sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 202,277 shares — an estimated $20.1M sold.

Simplex Trading first reported a position in WMT in Q1 2015 and held it in 21 quarters. The position peaked at $45.2M in Q1 2023. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Simplex Trading reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 202,277 Walmart Inc shares in Q3 2025, an estimated $20.1M.
  • Simplex Trading first reported a position in Walmart Inc in Q1 2015 and held it in 21 quarters.
  • Simplex Trading's Walmart Inc position peaked at $45.2M in Q1 2023.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.