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TFG Advisers’s Walmart Inc WMT Stock Holding History

TFG Advisers’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 		$879K Buy
8,985
+635
+8% +$60.5K 0.3% 89
2025
Q1 		$733K Buy
8,350
+79
+1% +$7.41K 0.27% 98
2024
Q4 		$747K Sell
8,271
-116
-1% -$10.1K 0.27% 94
2024
Q3 		$677K Sell
8,387
-98
-1% -$7.2K 0.24% 106
2024
Q2 		$574K Sell
8,485
-114
-1% -$7.18K 0.22% 110
2024
Q1 		$517K Buy
8,599
+226
+3% +$12.9K 0.2% 119
2023
Q4 		$440K Buy
8,373
+408
+5% +$21.6K 0.18% 125
2023
Q3 		$425K Hold
7,965
– – 0.2% 121
2023
Q2 		$417K Buy
7,965
+45
+0.6% +$2.27K 0.19% 124
2023
Q1 		$389K Sell
7,920
-138
-2% -$6.55K 0.19% 126
2022
Q4 		$381K Hold
8,058
– – 0.2% 119
2022
Q3 		$348K Buy
8,058
+372
+5% +$16.3K 0.19% 123
2022
Q2 		$311K Sell
7,686
-102
-1% -$4.7K 0.17% 137
2022
Q1 		$387K Sell
7,788
-798
-9% -$37.5K 0.18% 130
2021
Q4 		$414K Sell
8,586
-198
-2% -$9.45K 0.18% 131
2021
Q3 		$408K Buy
8,784
+9
+0.1% +$434 0.2% 124
2021
Q2 		$412K Buy
8,775
+33
+0.4% +$1.54K 0.2% 123
2021
Q1 		$396K Buy
8,742
+750
+9% +$34.7K 0.2% 122
2020
Q4 		$383K Sell
7,992
-2,154
-21% -$105K 0.2% 121
2020
Q3 		$473K Buy
10,146
+1,188
+13% +$52.8K 0.27% 97
2020
Q2 		$357K Buy
8,958
+843
+10% +$34.7K 0.23% 106
2020
Q1 		$307K Buy
8,115
+759
+10% +$29.2K 0.24% 106
2019
Q4 		$291K Buy
7,356
+903
+14% +$35.9K 0.16% 131
2019
Q3 		$255K Buy
6,453
+897
+16% +$33.9K 0.17% 133
2019
Q2 		$204K Buy
+5,556
New +$191K 0.14% 151

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 $134M AUM 21.11% 1-Year Est. Return

TFG Advisers's WMT Position: Q2 2025 in Review

TFG Advisers increased its Walmart Inc (WMT) stake by 7.6% in Q2 2025, buying an estimated $60.5K and bringing the position to 8,985 shares worth $879K. The position accounts for 0.3% of the portfolio, ranked #89.

TFG Advisers first reported a position in WMT in Q2 2019 and has held it in 25 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • TFG Advisers held 8,985 shares of Walmart Inc worth $879K as of Q2 2025.
  • TFG Advisers bought 635 Walmart Inc shares in Q2 2025, an estimated $60.5K.
  • Walmart Inc made up 0.3% of TFG Advisers's portfolio in Q2 2025, its #89 holding.
  • TFG Advisers first reported a position in Walmart Inc in Q2 2019 and has held it in 25 quarters since.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.