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Vantage Financial Partners (Wisconsin)’s Walmart Inc WMT Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$530K Hold
4,757
– – 0.11% 111
2025
Q3 		$490K Buy
4,757
+1,523
+47% +$152K 0.1% 116
2025
Q2 		$316K Buy
3,234
+6
+0.2% +$572 0.07% 143
2025
Q1 		$283K Buy
3,228
+3
+0.1% +$281 0.07% 145
2024
Q4 		$291K Sell
3,225
-7
-0.2% -$607 0.07% 138
2024
Q3 		$261K Buy
+3,232
New +$237K 0.06% 152

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s WMT Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Walmart Inc (WMT) position steady in Q4 2025 at 4,757 shares worth $530K. The position accounts for 0.11% of the portfolio, ranked #111.

Vantage Financial Partners (Wisconsin) first reported a position in WMT in Q3 2024 and has held it in 6 quarters since. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 4,757 shares of Walmart Inc worth $530K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its Walmart Inc share count unchanged in Q4 2025.
  • Walmart Inc made up 0.11% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #111 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Walmart Inc in Q3 2024 and has held it in 6 quarters since.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.