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Vista Investment Management’s Walmart Inc WMT Stock Holding History

Vista Investment Management’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
-2,327
Closed -$210K – 181
2024
Q4 		$210K Sell
2,327
-316
-12% -$27.4K 0.08% 169
2024
Q3 		$213K Sell
2,643
-997
-27% -$73.2K 0.08% 170
2024
Q2 		$246K Sell
3,640
-21
-0.6% -$1.32K 0.1% 160
2024
Q1 		$220K Buy
+3,661
New +$209K 0.09% 167

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

Vista Investment Management's WMT Position: Q1 2025 in Review

Vista Investment Management sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 2,327 shares — an estimated $210K sold.

Vista Investment Management first reported a position in WMT in Q1 2024 and held it in 4 quarters. The position peaked at $246K in Q2 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Vista Investment Management reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
  • Vista Investment Management sold 2,327 Walmart Inc shares in Q1 2025, an estimated $210K.
  • Vista Investment Management first reported a position in Walmart Inc in Q1 2024 and held it in 4 quarters.
  • Vista Investment Management's Walmart Inc position peaked at $246K in Q2 2024.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Vista Investment Management's 13F filing for Q1 2025, filed 15 May 2025.