WJ Wealth Management’s Walmart Inc WMT Stock Holding History

WJ Wealth 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	-2,060	Closed	-$201K	–	105
2025 Q2	$201K	Buy	+2,060	New	+$196K	0.06%	99

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WJ Wealth Management's WMT Position: Q3 2025 in Review

WJ Wealth Management sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 2,060 shares — an estimated $201K sold.

WJ Wealth Management first reported a position in WMT in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

WJ Wealth Management reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 2,060 Walmart Inc shares in Q3 2025, an estimated $201K.
WJ Wealth Management first reported a position in Walmart Inc in Q2 2025 and held it in 1 quarter.
WJ Wealth Management's Walmart Inc position peaked at $201K in Q2 2025.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.