TPG Financial Advisors’s Walmart Inc WMT Stock Holding History

TPG Financial 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	-2,505	Closed	-$226K	–	68
2024 Q4	$226K	Buy	+2,505	New	+$217K	0.1%	58

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

TPG Financial Advisors's WMT Position: Q1 2025 in Review

TPG Financial Advisors sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 2,505 shares — an estimated $226K sold.

TPG Financial Advisors first reported a position in WMT in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

TPG Financial Advisors reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
TPG Financial Advisors sold 2,505 Walmart Inc shares in Q1 2025, an estimated $226K.
TPG Financial Advisors first reported a position in Walmart Inc in Q4 2024 and held it in 1 quarter.
TPG Financial Advisors's Walmart Inc position peaked at $226K in Q4 2024.
3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on TPG Financial Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.