Soundwatch Capital’s Walmart Inc WMT Stock Holding History

Soundwatch Capital’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	-913,559	Closed	-$956K	–	146
2025 Q2	$956K	Buy	+913,559	New	+$87M	0.16%	77

Other funds holding WMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Soundwatch Capital's WMT Position: Q3 2025 in Review

Soundwatch Capital sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 913,559 shares — an estimated $956K sold.

Soundwatch Capital first reported a position in WMT in Q2 2025 and held it in 1 quarter. The position peaked at $956K in Q2 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

Soundwatch Capital reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
Soundwatch Capital sold 913,559 Walmart Inc shares in Q3 2025, an estimated $956K.
Soundwatch Capital first reported a position in Walmart Inc in Q2 2025 and held it in 1 quarter.
Soundwatch Capital's Walmart Inc position peaked at $956K in Q2 2025.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Soundwatch Capital's 13F filing for Q3 2025, filed 5 Nov 2025.