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WealthTrak Capital Management’s Walmart Inc WMT Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-333
Closed -$32.6K – 889
2025
Q2 		$32.6K Buy
333
+102
+44% +$9.72K 0.03% 122
2025
Q1 		$20.3K Sell
231
-351
-60% -$32.9K 0.02% 137
2024
Q4 		$52.6K Buy
+582
New +$50.5K 0.04% 99

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

WealthTrak Capital Management's WMT Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 333 shares — an estimated $32.6K sold.

WealthTrak Capital Management first reported a position in WMT in Q4 2024 and held it in 3 quarters. The position peaked at $52.6K in Q4 2024. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 333 Walmart Inc shares in Q3 2025, an estimated $32.6K.
  • WealthTrak Capital Management first reported a position in Walmart Inc in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Walmart Inc position peaked at $52.6K in Q4 2024.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.