Wellington Capital Management’s Walmart Inc WMT Stock Holding History

Wellington 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 Q2	$2.95M	Buy	+30,171	New	+$2.87M	4.41%	3

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Wellington Capital Management's WMT Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Walmart Inc (WMT) in Q2 2025: 30,171 shares worth $2.95M. The stake represents 4.41% of the portfolio and ranks #3 among its holdings.

3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

Wellington Capital Management held 30,171 shares of Walmart Inc worth $2.95M as of Q2 2025.
Walmart Inc was a new Wellington Capital Management position in Q2 2025.
Walmart Inc made up 4.41% of Wellington Capital Management's portfolio in Q2 2025, its #3 holding.
3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.