Sterling Group Wealth Management’s Walmart Inc WMT Stock Holding History

Sterling Group Wealth Management’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 Q2	–	Sell	-3,057	Closed	-$268K	–	64
2025 Q1	$268K	Hold	3,057	–	–	0.14%	51
2024 Q4	$276K	Hold	3,057	–	–	0.14%	51
2024 Q3	$247K	Hold	3,057	–	–	0.13%	55
2024 Q2	$207K	Buy	+3,057	New	+$193K	0.12%	57

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Sterling Group Wealth Management's WMT Position: Q2 2025 in Review

Sterling Group Wealth Management sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 3,057 shares — an estimated $268K sold.

Sterling Group Wealth Management first reported a position in WMT in Q2 2024 and held it in 4 quarters. The position peaked at $276K in Q4 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Sterling Group Wealth Management reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
Sterling Group Wealth Management sold 3,057 Walmart Inc shares in Q2 2025, an estimated $268K.
Sterling Group Wealth Management first reported a position in Walmart Inc in Q2 2024 and held it in 4 quarters.
Sterling Group Wealth Management's Walmart Inc position peaked at $276K in Q4 2024.
3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Sterling Group Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.