Zweig-DiMenna Associates’s Walmart Inc WMT Stock Holding History

Zweig-DiMenna Associates’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	–	Sell	-188,531	Closed	-$17M	–	111
2024 Q4	$17M	Buy	188,531 +24,511	+15%	+$2.13M	1.27%	23
2024 Q3	$13.2M	Hold	164,020	–	–	1.34%	24
2024 Q2	$11.1M	Sell	164,020 -82,010	-33%	-$5.16M	1.25%	29
2024 Q1	$14.8M	Hold	246,030	–	–	1.29%	20
2023 Q4	$12.9M	Sell	246,030 -6,870	-3%	-$364K	1.46%	20
2023 Q3	$13.5M	Hold	252,900	–	–	1.6%	18
2023 Q2	$13.3M	Buy	252,900 +135,900	+116%	+$6.86M	1.66%	18
2023 Q1	$5.75M	Buy	+117,000	New	+$5.55M	0.78%	50
2017 Q4	–	Sell	-17,100	Closed	-$445K	–	205
2017 Q3	$445K	Buy	17,100 +300	+2%	+$7.87K	0.04%	128
2017 Q2	$424K	Buy	+16,800	New	+$426K	0.03%	144
2017 Q1	–	Sell	-11,100	Closed	-$256K	–	242
2016 Q4	$256K	Sell	11,100 -4,500	-29%	-$105K	0.02%	165
2016 Q3	$375K	Buy	+15,600	New	+$378K	0.03%	123
2016 Q2	–	Sell	-17,100	Closed	-$390K	–	209
2016 Q1	$390K	Buy	+17,100	New	+$375K	0.03%	107

Other funds holding WMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zweig-DiMenna Associates's WMT Position: Q1 2025 in Review

Zweig-DiMenna Associates sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 188,531 shares — an estimated $17M sold.

Zweig-DiMenna Associates first reported a position in WMT in Q1 2016 and held it in 13 quarters. The position peaked at $17M in Q4 2024. 3,878 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Zweig-DiMenna Associates reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
Zweig-DiMenna Associates sold 188,531 Walmart Inc shares in Q1 2025, an estimated $17M.
Zweig-DiMenna Associates first reported a position in Walmart Inc in Q1 2016 and held it in 13 quarters.
Zweig-DiMenna Associates's Walmart Inc position peaked at $17M in Q4 2024.
3,878 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2025, filed 7 May 2025.