Stonegate Management’s Walmart Inc WMT Stock Holding History

Stonegate 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 Q4	–	Sell	-22,808	Closed	-$2.35M	–	55
2025 Q3	$2.35M	Buy	+22,808	New	+$2.27M	1.56%	18

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

Stonegate Management's WMT Position: Q4 2025 in Review

Stonegate Management sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 22,808 shares — an estimated $2.35M sold.

Stonegate Management first reported a position in WMT in Q3 2025 and held it in 1 quarter. The position peaked at $2.35M in Q3 2025. 4,401 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Stonegate Management reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Stonegate Management sold 22,808 Walmart Inc shares in Q4 2025, an estimated $2.35M.
Stonegate Management first reported a position in Walmart Inc in Q3 2025 and held it in 1 quarter.
Stonegate Management's Walmart Inc position peaked at $2.35M in Q3 2025.
4,401 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.