SIM
WMT icon

Studio Investment Management’s Walmart Inc WMT Stock Holding History

Studio Investment 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
-33
Closed -$2.9K – 309
2025
Q1 		$2.9K Hold
33
– – ﹤0.01% 286
2024
Q4 		$2.99K Hold
33
– – ﹤0.01% 271
2024
Q3 		$2.67K Buy
+33
New +$2.42K ﹤0.01% 254

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Studio Investment Management's WMT Position: Q2 2025 in Review

Studio Investment Management sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 33 shares — an estimated $2.9K sold.

Studio Investment Management first reported a position in WMT in Q3 2024 and held it in 3 quarters. The position peaked at $2.99K in Q4 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Studio Investment Management reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 33 Walmart Inc shares in Q2 2025, an estimated $2.9K.
  • Studio Investment Management first reported a position in Walmart Inc in Q3 2024 and held it in 3 quarters.
  • Studio Investment Management's Walmart Inc position peaked at $2.99K in Q4 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.