Susquehanna Fundamental Investments’s Walmart Inc WMT Stock Holding History

Susquehanna Fundamental Investments’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	-497,899	Closed	-$43.7M	–	1037
2025 Q1	$43.7M	Hold	497,899	–	–	0.61%	12
2024 Q4	$45M	Buy	+497,899	New	+$43.2M	0.64%	6
2024 Q2	$45.3M	Buy	+668,493	New	+$42.1M	1.04%	2
2023 Q3	–	Sell	-302,907	Closed	-$15.9M	–	604
2023 Q2	$15.9M	Hold	302,907	–	–	0.58%	40
2023 Q1	$14.9M	Sell	302,907 -231,102	-43%	-$11M	0.35%	72
2022 Q4	$25.2M	Sell	534,009 -255,012	-32%	-$12.1M	0.44%	46
2022 Q3	$34.1M	Buy	+789,021	New	+$34.6M	0.58%	20
2022 Q1	$12.1M	Buy	+244,560	New	+$11.5M	0.24%	97
2019 Q4	–	Sell	-92,478	Closed	-$3.66M	–	358
2019 Q3	$3.66M	Hold	92,478	–	–	0.45%	70
2019 Q2	$3.41M	Hold	92,478	–	–	0.4%	83
2019 Q1	$3.01M	Hold	92,478	–	–	0.34%	97
2018 Q4	$2.87M	Buy	+92,478	New	+$2.96M	0.5%	65
2018 Q2	–	Sell	-75,300	Closed	-$2.23M	–	496
2018 Q1	$2.23M	Buy	+75,300	New	+$2.42M	0.27%	135

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

Susquehanna Fundamental Investments's WMT Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 497,899 shares — an estimated $43.7M sold.

Susquehanna Fundamental Investments first reported a position in WMT in Q1 2018 and held it in 13 quarters. The position peaked at $45.3M in Q2 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 497,899 Walmart Inc shares in Q2 2025, an estimated $43.7M.
Susquehanna Fundamental Investments first reported a position in Walmart Inc in Q1 2018 and held it in 13 quarters.
Susquehanna Fundamental Investments's Walmart Inc position peaked at $45.3M in Q2 2024.
3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.