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Sonora Investment Management Group’s Walmart Inc WMT Stock Holding History

Sonora Investment Management Group’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 		$31.3M Sell
303,403
-5,346
-2% -$532K 2.21% 8
2025
Q2 		$30.2M Sell
308,749
-2,950
-0.9% -$281K 2.24% 11
2025
Q1 		$27.4M Sell
311,699
-33
-0% -$3.1K 2.17% 8
2024
Q4 		$28.2M Buy
311,732
+1,326
+0.4% +$115K 2.16% 8
2024
Q3 		$25.1M Buy
310,406
+272
+0.1% +$20K 1.86% 9
2024
Q2 		$18.7M Hold
310,134
– – 1.46% 18
2024
Q1 		$18.7M Buy
310,134
+6,432
+2% +$368K 1.46% 18
2023
Q4 		$16M Buy
303,702
+8,595
+3% +$455K 1.3% 22
2023
Q3 		$15.7M Sell
295,107
-4,866
-2% -$259K 1.35% 19
2023
Q2 		$15.7M Sell
299,973
-204
-0.1% -$10.3K 1.32% 20
2023
Q1 		$14.8M Buy
300,177
+2,226
+0.7% +$106K 1.29% 23
2022
Q4 		$14.1M Buy
297,951
+8,205
+3% +$390K 1.28% 23
2022
Q3 		$11.7M Buy
289,746
+240
+0.1% +$10.5K 1.51% 19
2022
Q2 		$11.7M Buy
289,506
+9,984
+4% +$460K 1.11% 28
2022
Q1 		$13.9M Buy
279,522
+10,542
+4% +$495K 1.57% 14
2021
Q4 		$13M Buy
+268,980
New +$12.8M 1.51% 16

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

Sonora Investment Management Group's WMT Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Walmart Inc (WMT) stake by 1.7% in Q3 2025, selling an estimated $532K and leaving 303,403 shares worth $31.3M. The position accounts for 2.21% of the portfolio, ranked #8.

Sonora Investment Management Group first reported a position in WMT in Q4 2021 and has held it in 16 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Sonora Investment Management Group held 303,403 shares of Walmart Inc worth $31.3M as of Q3 2025.
  • Sonora Investment Management Group sold 5,346 Walmart Inc shares in Q3 2025, an estimated $532K.
  • Walmart Inc made up 2.21% of Sonora Investment Management Group's portfolio in Q3 2025, its #8 holding.
  • Sonora Investment Management Group first reported a position in Walmart Inc in Q4 2021 and has held it in 16 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.