SS&H Financial Advisors’s Walmart Inc WMT Stock Holding History

SS&H Financial Advisors’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	$1.2M	Buy	10,738 +399	+4%	+$42.8K	0.35%	62
2025 Q3	$1.07M	Buy	10,339 +100	+1%	+$9.96K	0.32%	63
2025 Q2	$1M	Sell	10,239 -498	-5%	-$47.4K	0.33%	61
2025 Q1	$943K	Sell	10,737 -498	-4%	-$46.7K	0.35%	64
2024 Q4	$1.02M	Sell	11,235 -60	-0.5%	-$5.21K	0.37%	62
2024 Q3	$912K	Hold	11,295	–	–	0.33%	69
2024 Q2	$765K	Buy	11,295 +6,987	+162%	+$440K	0.3%	72
2024 Q1	$259K	Hold	4,308	–	–	0.11%	111
2023 Q4	$226K	Sell	4,308 -87	-2%	-$4.6K	0.1%	114
2023 Q3	$234K	Buy	+4,395	New	+$234K	0.11%	111
2023 Q1	$212K	Buy	+4,308	New	+$204K	0.1%	118

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

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SS&H Financial Advisors's WMT Position: Q4 2025 in Review

SS&H Financial Advisors increased its Walmart Inc (WMT) stake by 3.9% in Q4 2025, buying an estimated $42.8K and bringing the position to 10,738 shares worth $1.2M. The position accounts for 0.35% of the portfolio, ranked #62.

SS&H Financial Advisors first reported a position in WMT in Q1 2023 and has held it in 11 quarters since. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

SS&H Financial Advisors held 10,738 shares of Walmart Inc worth $1.2M as of Q4 2025.
SS&H Financial Advisors bought 399 Walmart Inc shares in Q4 2025, an estimated $42.8K.
Walmart Inc made up 0.35% of SS&H Financial Advisors's portfolio in Q4 2025, its #62 holding.
SS&H Financial Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 11 quarters since.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.