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Wolf Group Capital Advisors’s Walmart Inc WMT Stock Holding History

Wolf Group Capital 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
Q1 		$451K Buy
+5,140
New +$482K 0.15% 106
2024
Q3 		– Sell
-3,615
Closed -$245K – 140
2024
Q2 		$245K Buy
+3,615
New +$228K 0.1% 113

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wolf Group Capital Advisors's WMT Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Walmart Inc (WMT) in Q1 2025: 5,140 shares worth $451K. The stake represents 0.15% of the portfolio and ranks #106 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in WMT as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in WMT in Q2 2024 and has held it in 2 quarters since. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Wolf Group Capital Advisors held 5,140 shares of Walmart Inc worth $451K as of Q1 2025.
  • Walmart Inc was a new Wolf Group Capital Advisors position in Q1 2025.
  • Walmart Inc made up 0.15% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #106 holding.
  • Wolf Group Capital Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 2 quarters since.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.