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Vertex Planning Partners’s Walmart Inc WMT Stock Holding History

Vertex Planning Partners’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 		– Sell
-9,989
Closed -$1.03M – 207
2025
Q3 		$1.03M Buy
9,989
+380
+4% +$37.8K 0.2% 69
2025
Q2 		$940K Sell
9,609
-26
-0.3% -$2.48K 0.2% 68
2025
Q1 		$846K Sell
9,635
-248
-3% -$23.3K 0.18% 68
2024
Q4 		$893K Buy
9,883
+146
+1% +$12.7K 0.2% 68
2024
Q3 		$786K Buy
9,737
+10
+0.1% +$734 0.19% 60
2024
Q2 		$659K Buy
9,727
+120
+1% +$7.56K 0.17% 64
2024
Q1 		$578K Sell
9,607
-584
-6% -$33.4K 0.16% 76
2023
Q4 		$536K Sell
10,191
-1,077
-10% -$57K 0.16% 78
2023
Q3 		$601K Buy
11,268
+18
+0.2% +$958 0.21% 59
2023
Q2 		$589K Buy
11,250
+183
+2% +$9.23K 0.2% 65
2023
Q1 		$544K Sell
11,067
-3,240
-23% -$154K 0.2% 60
2022
Q4 		$676K Buy
+14,307
New +$679K 0.26% 53

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

Vertex Planning Partners's WMT Position: Q4 2025 in Review

Vertex Planning Partners sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 9,989 shares — an estimated $1.03M sold.

Vertex Planning Partners first reported a position in WMT in Q4 2022 and held it in 12 quarters. The position peaked at $1.03M in Q3 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Vertex Planning Partners reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 9,989 Walmart Inc shares in Q4 2025, an estimated $1.03M.
  • Vertex Planning Partners first reported a position in Walmart Inc in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's Walmart Inc position peaked at $1.03M in Q3 2025.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.