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Wealthstream Advisors’s Walmart Inc WMT Stock Holding History

Wealthstream Advisors’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 		$567K Buy
5,498
+374
+7% +$37.2K 0.09% 80
2025
Q2 		$501K Buy
5,124
+1,456
+40% +$139K 0.08% 83
2025
Q1 		$322K Buy
3,668
+3
+0.1% +$281 0.06% 107
2024
Q4 		$331K Buy
3,665
+94
+3% +$8.16K 0.06% 100
2024
Q3 		$288K Buy
3,571
+358
+11% +$26.3K 0.05% 110
2024
Q2 		$218K Buy
+3,213
New +$202K 0.08% 124
2022
Q2 		– Sell
-4,146
Closed -$206K – 78
2022
Q1 		$206K Buy
+4,146
New +$195K 0.18% 67

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

Wealthstream Advisors's WMT Position: Q3 2025 in Review

Wealthstream Advisors increased its Walmart Inc (WMT) stake by 7.3% in Q3 2025, buying an estimated $37.2K and bringing the position to 5,498 shares worth $567K. The position accounts for 0.09% of the portfolio, ranked #80.

Wealthstream Advisors first reported a position in WMT in Q1 2022 and has held it in 7 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Wealthstream Advisors held 5,498 shares of Walmart Inc worth $567K as of Q3 2025.
  • Wealthstream Advisors bought 374 Walmart Inc shares in Q3 2025, an estimated $37.2K.
  • Walmart Inc made up 0.09% of Wealthstream Advisors's portfolio in Q3 2025, its #80 holding.
  • Wealthstream Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 7 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.