Uniplan Investment Counsel’s Walmart Inc WMT Stock Holding History

Uniplan Investment Counsel’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	-111	Closed	-$9.81K	–	211
2025 Q1	$9.81K	Buy	+111	New	+$10.4K	﹤0.01%	151

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

Norges Bank Oslo, Norway $935B AUM

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Uniplan Investment Counsel's WMT Position: Q2 2025 in Review

Uniplan Investment Counsel sold out of Walmart Inc (WMT) in Q2 2025, closing a stake of 111 shares — an estimated $9.81K sold.

Uniplan Investment Counsel first reported a position in WMT in Q1 2025 and held it in 1 quarter. The position peaked at $9.81K in Q1 2025. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Uniplan Investment Counsel reported no remaining Walmart Inc position as of Q2 2025 after selling out during the quarter.
Uniplan Investment Counsel sold 111 Walmart Inc shares in Q2 2025, an estimated $9.81K.
Uniplan Investment Counsel first reported a position in Walmart Inc in Q1 2025 and held it in 1 quarter.
Uniplan Investment Counsel's Walmart Inc position peaked at $9.81K in Q1 2025.
3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Uniplan Investment Counsel's 13F filing for Q2 2025, filed 14 Aug 2025.