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WFA Asset Management’s Walmart Inc WMT Stock Holding History

WFA Asset 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 		$171K Buy
2,112
+6
+0.3% +$597 0.09% 61
2025
Q2 		$143K Buy
2,106
+14
+0.7% +$1.33K 0.08% 63
2025
Q1 		$126K Buy
2,092
+317
+18% +$29.7K 0.07% 68
2024
Q4 		$160K Sell
1,775
-337
-16% -$29.2K 0.09% 63
2024
Q3 		$171K Buy
2,112
+6
+0.3% +$441 0.09% 61
2024
Q2 		$143K Buy
2,106
+14
+0.7% +$882 0.08% 63
2024
Q1 		$126K Buy
2,092
+7
+0.3% +$401 0.07% 68
2023
Q4 		$110K Sell
2,085
-42
-2% -$2.22K 0.06% 62
2023
Q3 		$113K Buy
2,127
+18
+0.9% +$958 0.07% 67
2023
Q2 		$110K Buy
2,109
+15
+0.7% +$757 0.07% 69
2023
Q1 		$103K Buy
2,094
+9
+0.4% +$427 0.06% 71
2022
Q4 		$98.5K Sell
2,085
-453
-18% -$21.5K 0.06% 70
2022
Q3 		$110K Buy
2,538
+12
+0.5% +$526 0.08% 66
2022
Q2 		$102K Buy
2,526
+51
+2% +$2.35K 0.07% 67
2022
Q1 		$123K Buy
2,475
+9
+0.4% +$423 0.08% 64
2021
Q4 		$119K Buy
+2,466
New +$118K 0.08% 59

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

WFA Asset Management's WMT Position: Q3 2025 in Review

WFA Asset Management increased its Walmart Inc (WMT) stake by 0.28% in Q3 2025, buying an estimated $597 and bringing the position to 2,112 shares worth $171K. The position accounts for 0.09% of the portfolio, ranked #61.

WFA Asset Management first reported a position in WMT in Q4 2021 and has held it in 16 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • WFA Asset Management held 2,112 shares of Walmart Inc worth $171K as of Q3 2025.
  • WFA Asset Management bought 6 Walmart Inc shares in Q3 2025, an estimated $597.
  • Walmart Inc made up 0.09% of WFA Asset Management's portfolio in Q3 2025, its #61 holding.
  • WFA Asset Management first reported a position in Walmart Inc in Q4 2021 and has held it in 16 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.