Sound Stewardship’s Walmart Inc WMT Stock Holding History

Sound Stewardship’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	-3,060	Closed	-$315K	–	69
2025 Q3	$315K	Hold	3,060	–	–	0.15%	54
2025 Q2	$299K	Sell	3,060 -103	-3%	-$9.81K	0.15%	53
2025 Q1	$278K	Buy	3,163 +108	+4%	+$10.1K	0.16%	54
2024 Q4	$276K	Buy	+3,055	New	+$265K	0.16%	53

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sound Stewardship's WMT Position: Q4 2025 in Review

Sound Stewardship sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 3,060 shares — an estimated $315K sold.

Sound Stewardship first reported a position in WMT in Q4 2024 and held it in 4 quarters. The position peaked at $315K in Q3 2025. 4,401 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Sound Stewardship reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Sound Stewardship sold 3,060 Walmart Inc shares in Q4 2025, an estimated $315K.
Sound Stewardship first reported a position in Walmart Inc in Q4 2024 and held it in 4 quarters.
Sound Stewardship's Walmart Inc position peaked at $315K in Q3 2025.
4,401 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Sound Stewardship's 13F filing for Q4 2025, filed 30 Jan 2026.