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Smith Anglin Financial’s Walmart Inc WMT Stock Holding History

Smith Anglin Financial’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 		$3.21M Sell
32,827
-543
-2% -$51.7K 0.29% 36
2025
Q1 		$2.93M Buy
33,370
+154
+0.5% +$14.4K 0.31% 37
2024
Q4 		$3M Buy
33,216
+430
+1% +$37.3K 0.28% 37
2024
Q3 		$2.65M Buy
32,786
+502
+2% +$36.9K 0.25% 39
2024
Q2 		$2.19M Sell
32,284
-88
-0.3% -$5.54K 0.22% 39
2024
Q1 		$1.95M Buy
32,372
+1,418
+5% +$81.1K 0.2% 45
2023
Q4 		$1.63M Buy
30,954
+159
+0.5% +$8.41K 0.19% 49
2023
Q3 		$1.64M Buy
30,795
+582
+2% +$31K 0.2% 53
2023
Q2 		$1.58M Sell
30,213
-348
-1% -$17.6K 0.19% 55
2023
Q1 		$1.5M Buy
30,561
+1,830
+6% +$86.9K 0.22% 49
2022
Q4 		$1.36M Sell
28,731
-2,688
-9% -$128K 0.26% 43
2022
Q3 		$1.36M Sell
31,419
-150
-0.5% -$6.57K 0.29% 39
2022
Q2 		$1.28M Buy
31,569
+627
+2% +$28.9K 0.37% 38
2022
Q1 		$1.54M Sell
30,942
-693
-2% -$32.5K 0.36% 35
2021
Q4 		$1.53M Sell
31,635
-51
-0.2% -$2.44K 0.26% 43
2021
Q3 		$1.47M Sell
31,686
-375
-1% -$18.1K 0.29% 44
2021
Q2 		$1.51M Buy
32,061
+45
+0.1% +$2.1K 0.29% 45
2021
Q1 		$1.45M Buy
32,016
+87
+0.3% +$4.03K 0.31% 44
2020
Q4 		$1.53M Buy
+31,929
New +$1.55M 0.27% 43

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

Smith Anglin Financial's WMT Position: Q2 2025 in Review

Smith Anglin Financial reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2025, selling an estimated $51.7K and leaving 32,827 shares worth $3.21M. The position accounts for 0.29% of the portfolio, ranked #36.

Smith Anglin Financial first reported a position in WMT in Q4 2020 and has held it in 19 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Smith Anglin Financial held 32,827 shares of Walmart Inc worth $3.21M as of Q2 2025.
  • Smith Anglin Financial sold 543 Walmart Inc shares in Q2 2025, an estimated $51.7K.
  • Walmart Inc made up 0.29% of Smith Anglin Financial's portfolio in Q2 2025, its #36 holding.
  • Smith Anglin Financial first reported a position in Walmart Inc in Q4 2020 and has held it in 19 quarters since.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.