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Unique Wealth Strategies’s Walmart Inc WMT Stock Holding History

Unique Wealth Strategies’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
-8,167
Closed -$738K – 225
2024
Q4 		$738K Buy
+8,167
New +$709K 0.32% 70
2024
Q3 		– Sell
-1,413
Closed -$85K – 677
2024
Q2 		$85K Buy
+1,413
New +$89K 0.04% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Unique Wealth Strategies's WMT Position: Q1 2025 in Review

Unique Wealth Strategies sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 8,167 shares — an estimated $738K sold.

Unique Wealth Strategies first reported a position in WMT in Q2 2024 and held it in 2 quarters. The position peaked at $738K in Q4 2024. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Unique Wealth Strategies reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 8,167 Walmart Inc shares in Q1 2025, an estimated $738K.
  • Unique Wealth Strategies first reported a position in Walmart Inc in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Walmart Inc position peaked at $738K in Q4 2024.
  • 3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Unique Wealth Strategies's 13F filing for Q1 2025, filed 14 Jul 2026.