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Stephens Consulting’s Walmart Inc WMT Stock Holding History

Stephens Consulting’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 		$641K Buy
5,753
+110
+2% +$11.8K 0.21% 29
2025
Q3 		$582K Sell
5,643
-91
-2% -$9.06K 0.2% 32
2025
Q2 		$561K Buy
5,734
+76
+1% +$7.24K 0.13% 58
2025
Q1 		$497K Buy
5,658
+15
+0.3% +$1.41K 0.12% 57
2024
Q4 		$510K Sell
5,643
-180
-3% -$15.6K 0.13% 56
2024
Q3 		$470K Sell
5,823
-288
-5% -$21.2K 0.12% 59
2024
Q2 		$414K Sell
6,111
-284
-4% -$17.9K 0.12% 57
2024
Q1 		$385K Sell
6,395
-151
-2% -$8.64K 0.12% 59
2023
Q4 		$344K Sell
6,546
-219
-3% -$11.6K 0.12% 58
2023
Q3 		$361K Sell
6,765
-600
-8% -$31.9K 0.15% 53
2023
Q2 		$386K Hold
7,365
– – 0.15% 52
2023
Q1 		$362K Sell
7,365
-216
-3% -$10.3K 0.22% 54
2022
Q4 		$358K Hold
7,581
– – 0.24% 52
2022
Q3 		$328K Buy
7,581
+3
+0% +$131 0.29% 51
2022
Q2 		$307K Sell
7,578
-150
-2% -$6.92K 0.25% 51
2022
Q1 		$384K Buy
7,728
+324
+4% +$15.2K 0.31% 44
2021
Q4 		$357K Buy
+7,404
New +$353K 0.3% 55

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stephens Consulting's WMT Position: Q4 2025 in Review

Stephens Consulting increased its Walmart Inc (WMT) stake by 1.9% in Q4 2025, buying an estimated $11.8K and bringing the position to 5,753 shares worth $641K. The position accounts for 0.21% of the portfolio, ranked #29.

Stephens Consulting first reported a position in WMT in Q4 2021 and has held it in 17 quarters since. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Stephens Consulting held 5,753 shares of Walmart Inc worth $641K as of Q4 2025.
  • Stephens Consulting bought 110 Walmart Inc shares in Q4 2025, an estimated $11.8K.
  • Walmart Inc made up 0.21% of Stephens Consulting's portfolio in Q4 2025, its #29 holding.
  • Stephens Consulting first reported a position in Walmart Inc in Q4 2021 and has held it in 17 quarters since.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.