Tolleson Wealth Management’s Walmart Inc WMT Stock Holding History

Tolleson Wealth 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 Q1	–	Sell	-3,263	Closed	-$295K	–	107
2024 Q4	$295K	Buy	+3,263	New	+$283K	0.06%	85

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tolleson Wealth Management's WMT Position: Q1 2025 in Review

Tolleson Wealth Management sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 3,263 shares — an estimated $295K sold.

Tolleson Wealth Management first reported a position in WMT in Q4 2024 and held it in 1 quarter. The position peaked at $295K in Q4 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Tolleson Wealth Management reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
Tolleson Wealth Management sold 3,263 Walmart Inc shares in Q1 2025, an estimated $295K.
Tolleson Wealth Management first reported a position in Walmart Inc in Q4 2024 and held it in 1 quarter.
Tolleson Wealth Management's Walmart Inc position peaked at $295K in Q4 2024.
3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.