VBFG
WMT icon

Vishria Bird Financial Group’s Walmart Inc WMT Stock Holding History

Vishria Bird Financial Group’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
Q3 		$730K Buy
7,087
+118
+2% +$11.7K 0.14% 56
2025
Q2 		$681K Hold
6,969
– – 0.23% 47
2025
Q1 		$612K Buy
6,969
+70
+1% +$6.57K 0.21% 46
2024
Q4 		$623K Buy
6,899
+677
+11% +$58.7K 0.22% 48
2024
Q3 		$502K Buy
6,222
+1,200
+24% +$88.1K 0.19% 55
2024
Q2 		$340K Buy
5,022
+54
+1% +$3.4K 0.14% 55
2024
Q1 		$299K Buy
4,968
+120
+2% +$6.87K 0.13% 56
2023
Q4 		$255K Hold
4,848
– – 0.12% 53
2023
Q3 		$258K Sell
4,848
-177
-4% -$9.42K 0.15% 51
2023
Q2 		$263K Hold
5,025
– – 0.16% 51
2023
Q1 		$247K Sell
5,025
-123
-2% -$5.84K 0.16% 49
2022
Q4 		$243K Hold
5,148
– – 0.17% 55
2022
Q3 		$223K Hold
5,148
– – 0.15% 52
2022
Q2 		$209K Sell
5,148
-2,400
-32% -$111K 0.14% 56
2022
Q1 		$375K Hold
7,548
– – 0.21% 40
2021
Q4 		$364K Buy
+7,548
New +$360K 0.17% 48
2020
Q1 		– Sell
-5,205
Closed -$206K – 49
2019
Q4 		$206K Hold
5,205
– – 0.2% 47
2019
Q3 		$206K Buy
+5,205
New +$196K 0.24% 45

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vishria Bird Financial Group's WMT Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Walmart Inc (WMT) stake by 1.7% in Q3 2025, buying an estimated $11.7K and bringing the position to 7,087 shares worth $730K. The position accounts for 0.14% of the portfolio, ranked #56.

Vishria Bird Financial Group first reported a position in WMT in Q3 2019 and has held it in 18 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Vishria Bird Financial Group held 7,087 shares of Walmart Inc worth $730K as of Q3 2025.
  • Vishria Bird Financial Group bought 118 Walmart Inc shares in Q3 2025, an estimated $11.7K.
  • Walmart Inc made up 0.14% of Vishria Bird Financial Group's portfolio in Q3 2025, its #56 holding.
  • Vishria Bird Financial Group first reported a position in Walmart Inc in Q3 2019 and has held it in 18 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.