Stuart Chaussee & Associates’s Walmart Inc WMT Stock Holding History

Stuart Chaussee & Associates’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	-986	Closed	-$102K	–	158
2025 Q3	$102K	Hold	986	–	–	0.02%	66
2025 Q2	$96.4K	Buy	986 +800	+430%	+$76.2K	0.02%	63
2025 Q1	$16.3K	Hold	186	–	–	﹤0.01%	132
2024 Q4	$16.8K	Hold	186	–	–	﹤0.01%	128
2024 Q3	$15K	Hold	186	–	–	﹤0.01%	117
2024 Q2	$12.6K	Hold	186	–	–	﹤0.01%	120
2024 Q1	$11.2K	Hold	186	–	–	﹤0.01%	122
2023 Q4	$9.77K	Buy	+186	New	+$9.84K	﹤0.01%	117
2017 Q1	–	Sell	-276	Closed	-$6K	–	89
2016 Q4	$6K	Hold	276	–	–	﹤0.01%	57
2016 Q3	$7K	Hold	276	–	–	0.01%	69
2016 Q2	$7K	Hold	276	–	–	0.01%	67
2016 Q1	$6K	Hold	276	–	–	0.01%	74
2015 Q4	$6K	Buy	+276	New	+$5.54K	0.01%	76

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

Stuart Chaussee & Associates's WMT Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 986 shares — an estimated $102K sold.

Stuart Chaussee & Associates first reported a position in WMT in Q4 2015 and held it in 13 quarters. The position peaked at $102K in Q3 2025. 4,403 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 986 Walmart Inc shares in Q4 2025, an estimated $102K.
Stuart Chaussee & Associates first reported a position in Walmart Inc in Q4 2015 and held it in 13 quarters.
Stuart Chaussee & Associates's Walmart Inc position peaked at $102K in Q3 2025.
4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.