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The Family Firm’s Walmart Inc WMT Stock Holding History

The Family Firm’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
-3,218
Closed -$282K – 204
2025
Q1 		$282K Buy
3,218
+4
+0.1% +$375 0.06% 173
2024
Q4 		$290K Sell
3,214
-504
-14% -$43.7K 0.06% 170
2024
Q3 		$300K Sell
3,718
-244
-6% -$17.9K 0.07% 167
2024
Q2 		$268K Buy
3,962
+15
+0.4% +$945 0.06% 168
2024
Q1 		$238K Buy
3,947
+8
+0.2% +$458 0.06% 178
2023
Q4 		$207K Hold
3,939
– – 0.05% 184
2023
Q3 		$210K Buy
3,939
+6
+0.2% +$319 0.06% 170
2023
Q2 		$206K Buy
+3,933
New +$198K 0.05% 180

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

The Family Firm's WMT Position: Q2 2025 in Review

The Family Firm sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 3,218 shares — an estimated $282K sold.

The Family Firm first reported a position in WMT in Q2 2023 and held it in 8 quarters. The position peaked at $300K in Q3 2024. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • The Family Firm reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 3,218 Walmart Inc shares in Q2 2025, an estimated $282K.
  • The Family Firm first reported a position in Walmart Inc in Q2 2023 and held it in 8 quarters.
  • The Family Firm's Walmart Inc position peaked at $300K in Q3 2024.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.