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Tyler-Stone Wealth Management’s Walmart Inc WMT Stock Holding History

Tyler-Stone 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
Q2 		$866K Buy
8,861
+429
+5% +$40.9K 0.14% 138
2025
Q1 		$740K Buy
8,432
+2,683
+47% +$252K 0.13% 141
2024
Q4 		$519K Buy
5,749
+136
+2% +$11.8K 0.09% 191
2024
Q3 		$453K Buy
5,613
+4,103
+272% +$301K 0.09% 196
2024
Q2 		$102K Sell
1,510
-1,936
-56% -$122K 0.04% 281
2024
Q1 		$207K Sell
3,446
-82
-2% -$4.69K 0.09% 189
2023
Q4 		$185K Buy
3,528
+84
+2% +$4.45K 0.09% 184
2023
Q3 		$184K Hold
3,444
– – 0.1% 165
2023
Q2 		$180K Buy
+3,444
New +$174K 0.1% 169
2022
Q4 		$163K Hold
3,444
– – 0.11% 166
2022
Q3 		$149K Buy
3,444
+270
+9% +$11.8K 0.11% 161
2022
Q2 		$129K Buy
3,174
+3
+0.1% +$138 0.09% 202
2022
Q1 		$157K Buy
3,171
+60
+2% +$2.82K 0.09% 204
2021
Q4 		$150K Buy
+3,111
New +$149K 0.08% 218

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

Tyler-Stone Wealth Management's WMT Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Walmart Inc (WMT) stake by 5.1% in Q2 2025, buying an estimated $40.9K and bringing the position to 8,861 shares worth $866K. The position accounts for 0.14% of the portfolio, ranked #138.

Tyler-Stone Wealth Management first reported a position in WMT in Q4 2021 and has held it in 14 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Tyler-Stone Wealth Management held 8,861 shares of Walmart Inc worth $866K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 429 Walmart Inc shares in Q2 2025, an estimated $40.9K.
  • Walmart Inc made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #138 holding.
  • Tyler-Stone Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 14 quarters since.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.