Summit Investment Advisors’s Walmart Inc WMT Stock Holding History

Summit Investment Advisors’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 Q1	–	Sell	-1,949	Closed	-$205K	–	59
2024 Q4	$205K	Buy	+1,949	New	+$169K	0.18%	55

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Investment Advisors's WMT Position: Q1 2025 in Review

Summit Investment Advisors sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 1,949 shares — an estimated $205K sold.

Summit Investment Advisors first reported a position in WMT in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 3,877 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Summit Investment Advisors reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
Summit Investment Advisors sold 1,949 Walmart Inc shares in Q1 2025, an estimated $205K.
Summit Investment Advisors first reported a position in Walmart Inc in Q4 2024 and held it in 1 quarter.
Summit Investment Advisors's Walmart Inc position peaked at $205K in Q4 2024.
3,877 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Summit Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.